Teamwork Financial Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,790
| Closed | -$449K | – | 337 |
|
|
2021
Q4 | $449K | Sell |
8,790
-440
| -5% | -$22.5K | 0.08% | 197 |
|
|
2021
Q3 | $510K | Buy |
9,230
+23
| +0.2% | +$1.27K | 0.1% | 157 |
|
|
2021
Q2 | $526K | Buy |
9,207
+30
| +0.3% | +$1.71K | 0.11% | 148 |
|
|
2021
Q1 | $490K | Sell |
9,177
-474
| -5% | -$25.3K | 0.11% | 143 |
|
|
2020
Q4 | $473K | Sell |
9,651
-267
| -3% | -$13.1K | 0.11% | 128 |
|
|
2020
Q3 | $416K | Sell |
9,918
-1,591
| -14% | -$66.7K | 0.13% | 127 |
|
|
2020
Q2 | $421K | Buy |
+11,509
| New | +$421K | 0.15% | 121 |
|
|
2020
Q1 | – | Sell |
-5,346
| Closed | -$309K | – | 137 |
|
|
2019
Q4 | $309K | Buy |
+5,346
| New | +$309K | 0.18% | 91 |
|