Wintrust Investments’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,644
| Closed | -$441K | – | 369 |
|
|
2019
Q4 | $441K | Buy |
+7,644
| New | +$441K | 0.06% | 222 |
|
|
2018
Q3 | – | Sell |
-4,283
| Closed | -$244K | – | 375 |
|
|
2018
Q2 | $244K | Sell |
4,283
-1,500
| -26% | -$85.5K | 0.04% | 309 |
|
|
2018
Q1 | $286K | Sell |
5,783
-550
| -9% | -$27.2K | 0.07% | 204 |
|
|
2017
Q4 | $380K | Sell |
6,333
-1,468
| -19% | -$88.1K | 0.09% | 197 |
|
|
2017
Q3 | $508K | Sell |
7,801
-761
| -9% | -$49.6K | 0.13% | 161 |
|
|
2017
Q2 | $595K | Sell |
8,562
-330
| -4% | -$22.9K | 0.16% | 142 |
|
|
2017
Q1 | $578K | Buy |
8,892
+540
| +6% | +$35.1K | 0.16% | 144 |
|
|
2016
Q4 | $522K | Sell |
8,352
-105
| -1% | -$6.56K | 0.22% | 94 |
|
|
2016
Q3 | $597K | Sell |
8,457
-6,794
| -45% | -$480K | 0.28% | 74 |
|
|
2016
Q2 | $111K | Buy |
+15,251
| New | +$111K | 0.22% | 26 |
|