Strategic Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $137K | Hold |
2,676
| – | – | 0.07% | 66 |
|
|
2021
Q3 | $148K | Sell |
2,676
-2,268
| -46% | -$125K | 0.08% | 64 |
|
|
2021
Q2 | $282K | Hold |
4,944
| – | – | 0.15% | 63 |
|
|
2021
Q1 | $264K | Hold |
4,944
| – | – | 0.16% | 59 |
|
|
2020
Q4 | $242K | Sell |
4,944
-232
| -4% | -$11.4K | 0.15% | 55 |
|
|
2020
Q3 | $217K | Sell |
5,176
-45,956
| -90% | -$1.93M | 0.16% | 55 |
|
|
2020
Q2 | $1.87M | Buy |
+51,132
| New | +$1.87M | 1.73% | 21 |
|