SWA
Sutton Wealth Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.74K | Buy |
65
+45
| +225% | +$1.9K | ﹤0.01% | 679 |
|
|
2023
Q2 | $945 | Sell |
20
-13
| -39% | -$614 | ﹤0.01% | 777 |
|
|
2023
Q1 | $1.43K | Sell |
33
-19
| -37% | -$824 | ﹤0.01% | 693 |
|
|
2022
Q4 | $2.34K | Sell |
52
-35
| -40% | -$1.58K | ﹤0.01% | 1193 |
|
|
2022
Q3 | $3.5K | Buy |
87
+32
| +58% | +$1.29K | ﹤0.01% | 1123 |
|
|
2022
Q2 | $2.83K | Hold |
55
| – | – | ﹤0.01% | 1136 |
|
|
2022
Q1 | $3.4K | Buy |
55
+3
| +6% | +$185 | ﹤0.01% | 1132 |
|
|
2021
Q4 | $2.66K | Buy |
52
+20
| +63% | +$1.02K | ﹤0.01% | 1164 |
|
|
2021
Q3 | $1.77K | Hold |
32
| – | – | ﹤0.01% | 1184 |
|
|
2021
Q2 | $1.83K | Hold |
32
| – | – | ﹤0.01% | 1172 |
|
|
2021
Q1 | $1.71K | Sell |
32
-2
| -6% | -$107 | ﹤0.01% | 1157 |
|
|
2020
Q4 | $1.67K | Buy |
34
+9
| +36% | +$441 | ﹤0.01% | 1133 |
|
|
2020
Q3 | $1.05K | Hold |
25
| – | – | ﹤0.01% | 1135 |
|
|
2020
Q2 | $916 | Sell |
25
-56
| -69% | -$2.05K | ﹤0.01% | 1132 |
|
|
2020
Q1 | $2.17K | Sell |
81
-40
| -33% | -$1.07K | ﹤0.01% | 1031 |
|
|
2019
Q4 | $6.99K | Sell |
121
-76
| -39% | -$4.39K | ﹤0.01% | 890 |
|
|
2019
Q3 | $14.4K | Hold |
197
| – | – | 0.01% | 693 |
|
|
2019
Q2 | $13.5K | Buy |
197
+14
| +8% | +$957 | 0.01% | 694 |
|
|
2019
Q1 | $11.7K | Buy |
183
+8
| +5% | +$510 | 0.01% | 753 |
|
|
2018
Q4 | $10.3K | Hold |
175
| – | – | 0.01% | 739 |
|
|
2018
Q3 | $9.52K | Sell |
175
-1,268
| -88% | -$69K | 0.01% | 794 |
|
|
2018
Q2 | $82.2K | Buy |
1,443
+6
| +0.4% | +$342 | 0.06% | 216 |
|
|
2018
Q1 | $71.2K | Buy |
1,437
+6
| +0.4% | +$297 | 0.05% | 228 |
|
|
2017
Q4 | $85.9K | Hold |
1,431
| – | – | 0.06% | 207 |
|
|
2017
Q3 | $93.2K | Hold |
1,431
| – | – | 0.07% | 199 |
|
|
2017
Q2 | $99.4K | Buy |
1,431
+20
| +1% | +$1.39K | 0.08% | 195 |
|
|
2017
Q1 | $91.8K | Buy |
1,411
+14
| +1% | +$911 | 0.08% | 193 |
|
|
2016
Q4 | $87.3K | Hold |
1,397
| – | – | 0.08% | 195 |
|
|
2016
Q3 | $98.7K | Hold |
1,397
| – | – | 0.09% | 182 |
|
|
2016
Q2 | $102K | Hold |
1,397
| – | – | 0.1% | 175 |
|
|
2016
Q1 | $88K | Buy |
+1,397
| New | +$88K | 0.08% | 192 |
|