Strategic Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,952
| Closed | -$417K | – | 141 |
|
|
2017
Q4 | $417K | Sell |
6,952
-1,522
| -18% | -$91.3K | 0.17% | 106 |
|
|
2017
Q3 | $552K | Sell |
8,474
-640
| -7% | -$41.7K | 0.24% | 93 |
|
|
2017
Q2 | $633K | Buy |
+9,114
| New | +$633K | 0.29% | 82 |
|
|
2016
Q2 | – | Sell |
-9,034
| Closed | -$569K | – | 131 |
|
|
2016
Q1 | $569K | Buy |
+9,034
| New | +$569K | 0.32% | 88 |
|