Westside Investment Management’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3K | Buy |
+164
| New | +$10.3K | ﹤0.01% | 924 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$4.02K | – | 861 |
|
|
2022
Q3 | $4.02K | Hold |
100
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $6.28K | Hold |
100
| – | – | 0.01% | 208 |
|
|
2022
Q1 | $6.28K | Sell |
100
-200
| -67% | -$12.6K | 0.01% | 209 |
|
|
2021
Q4 | $15.8K | Sell |
300
-300
| -50% | -$15.8K | 0.04% | 166 |
|
|
2021
Q3 | $16.8K | Hold |
600
| – | – | 0.04% | 163 |
|
|
2021
Q2 | $17.1K | Hold |
600
| – | – | 0.04% | 164 |
|
|
2021
Q1 | $16K | Buy |
600
+100
| +20% | +$2.67K | 0.04% | 158 |
|
|
2020
Q4 | $9.82K | Hold |
500
| – | – | 0.03% | 144 |
|
|
2020
Q3 | $8.4K | Hold |
500
| – | – | ﹤0.01% | 152 |
|
|
2020
Q2 | $7.33K | Hold |
500
| – | – | ﹤0.01% | 139 |
|
|
2020
Q1 | $5.37K | Buy |
+500
| New | +$5.37K | ﹤0.01% | 156 |
|
|
2019
Q2 | $12.4K | Buy |
+500
| New | +$12.4K | 0.03% | 67 |
|
|
2018
Q4 | $29.7K | Hold |
500
| – | – | 0.01% | 346 |
|
|
2018
Q3 | $27.3K | Hold |
500
| – | – | 0.01% | 312 |
|
|
2018
Q2 | $28.7K | Buy |
500
+300
| +150% | +$17.2K | 0.01% | 350 |
|
|
2018
Q1 | $9.88K | Buy |
+200
| New | +$9.88K | 0.01% | 547 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$12.3K | – | 788 |
|
|
2016
Q4 | $12.3K | Buy |
+200
| New | +$12.3K | 0.01% | 358 |
|