Wealthcare Advisory Partners’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-772
| Closed | -$41K | – | 1850 |
|
|
2021
Q1 | $41K | Buy |
+772
| New | +$41K | ﹤0.01% | 945 |
|
|
2020
Q2 | – | Sell |
-762
| Closed | -$20K | – | 1341 |
|
|
2020
Q1 | $20K | Sell |
762
-41
| -5% | -$1.08K | ﹤0.01% | 741 |
|
|
2019
Q4 | $46K | Buy |
803
+6
| +0.8% | +$344 | 0.01% | 573 |
|
|
2019
Q3 | $58K | Buy |
797
+88
| +12% | +$6.4K | 0.01% | 502 |
|
|
2019
Q2 | $48K | Buy |
709
+6
| +0.9% | +$406 | 0.01% | 516 |
|
|
2019
Q1 | $45K | Buy |
703
+8
| +1% | +$512 | 0.01% | 489 |
|
|
2018
Q4 | $41K | Sell |
695
-50
| -7% | -$2.95K | 0.01% | 475 |
|
|
2018
Q3 | $41K | Sell |
745
-655
| -47% | -$36K | 0.01% | 516 |
|
|
2018
Q2 | $80K | Buy |
1,400
+59
| +4% | +$3.37K | 0.02% | 372 |
|
|
2018
Q1 | $66K | Buy |
1,341
+7
| +0.5% | +$345 | 0.01% | 351 |
|
|
2017
Q4 | $80K | Buy |
1,334
+59
| +5% | +$3.54K | 0.02% | 298 |
|
|
2017
Q3 | $83K | Buy |
+1,275
| New | +$83K | 0.02% | 240 |
|