Westmount Partners’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,853
| Closed | -$247K | – | 233 |
|
|
2024
Q3 | $247K | Buy |
+3,853
| New | +$247K | 0.07% | 192 |
|
|
2023
Q3 | – | Sell |
-5,993
| Closed | -$283K | – | 204 |
|
|
2023
Q2 | $283K | Buy |
5,993
+37
| +0.6% | +$1.75K | 0.12% | 146 |
|
|
2023
Q1 | $258K | Buy |
5,956
+34
| +0.6% | +$1.47K | 0.12% | 151 |
|
|
2022
Q4 | $267K | Buy |
+5,922
| New | +$267K | 0.14% | 142 |
|