Wagner Wealth Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1K | – | 711 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 668 |
|
|
2022
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 682 |
|
|
2018
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 532 |
|
|
2018
Q2 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 498 |
|
|
2018
Q1 | – | Hold |
0
| – | -$4K | – | 818 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 569 |
|