Toth Financial Advisory’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31
| Closed | -$1.34K | – | 891 |
|
|
2023
Q1 | $1.34K | Buy |
+31
| New | +$1.34K | ﹤0.01% | 716 |
|
|
2021
Q1 | – | Sell |
-196
| Closed | -$10K | – | 717 |
|
|
2020
Q4 | $10K | Buy |
196
+2
| +1% | +$102 | ﹤0.01% | 409 |
|
|
2020
Q3 | $8K | Buy |
194
+2
| +1% | +$82 | ﹤0.01% | 391 |
|
|
2020
Q2 | $7K | Buy |
192
+5
| +3% | +$182 | ﹤0.01% | 381 |
|
|
2020
Q1 | $5K | Buy |
187
+3
| +2% | +$80 | ﹤0.01% | 327 |
|
|
2019
Q4 | $11K | Buy |
184
+2
| +1% | +$120 | ﹤0.01% | 293 |
|
|
2019
Q3 | $13K | Buy |
182
+2
| +1% | +$143 | ﹤0.01% | 299 |
|
|
2019
Q2 | $12K | Buy |
180
+2
| +1% | +$133 | ﹤0.01% | 308 |
|
|
2019
Q1 | $11K | Buy |
+178
| New | +$11K | ﹤0.01% | 300 |
|