Strategic Investment Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,681
| Closed | -$270K | – | 164 |
|
|
2019
Q4 | $270K | Sell |
4,681
-123
| -3% | -$7.1K | 0.11% | 141 |
|
|
2019
Q3 | $351K | Buy |
4,804
+366
| +8% | +$26.7K | 0.17% | 93 |
|
|
2019
Q2 | $303K | Buy |
4,438
+539
| +14% | +$36.8K | 0.17% | 100 |
|
|
2019
Q1 | $249K | Buy |
3,899
+350
| +10% | +$22.4K | 0.17% | 107 |
|
|
2018
Q4 | $208K | Buy |
+3,549
| New | +$208K | 0.19% | 106 |
|