SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Ventas, Inc. Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$605,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-21.89%
quarter
Ventas, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.03% | -656 shares | -249K | $40.17 | 15.63K |
| Q2 2022 | share | Decrease | -7.56% | -1.33K shares | -234K | $51.43 | 16.28K |
| Q1 2022 | share | 0.00% | 0 shares | 149K | $61.76 | 17.62K | |
| Q4 2021 | share | 0.00% | 0 shares | -34K | $50.91 | 17.62K | |
| Q3 2021 | share | 0.00% | 0 shares | -33K | $55.21 | 17.62K | |
| Q2 2021 | share | Increase | +21.02% | 3.06K shares | 292K | $56.64 | 17.62K |
| Q1 2021 | share | Increase | +15.92% | 2K shares | 187K | $52.5 | 14.56K |
| Q4 2020 | share | Decrease | -11.93% | -1.70K shares | -57K | $47.86 | 12.56K |
| Q3 2020 | share | Increase | +3.69% | 508 shares | 97K | $40.58 | 14.26K |
| Q2 2020 | share | Decrease | -0.22% | -30 shares | 127K | $35.04 | 13.75K |
| Q1 2020 | share | Decrease | -53.07% | -15.58K shares | -1.35M | $25.33 | 13.78K |
| Q4 2019 | share | Decrease | -0.63% | -185 shares | -414K | $53.01 | 29.37K |
| Q3 2019 | share | Decrease | -0.99% | -297 shares | 92K | $66.14 | 29.55K |
| Q2 2019 | share | Decrease | -3.83% | -1.19K shares | 90K | $61.23 | 29.85K |
| Q1 2019 | share | Decrease | -6.41% | -2.12K shares | 7K | $56.51 | 31.04K |
| Q4 2018 | share | Decrease | -11.11% | -4.14K shares | -67K | $51.25 | 33.16K |
| Q3 2018 | share | Decrease | -4.22% | -1.64K shares | 80K | $46.93 | 37.31K |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $48.45 | 38.96K | |
| Q1 2018 | share | Increase | +82.69% | 17.63K shares | 650K | $41.56 | 38.96K |
| Q4 2017 | share | Decrease | -58.39% | -29.93K shares | -2.05M | $49.56 | 21.32K |
| Q3 2017 | share | Increase | 0.00% | 51.25K shares | 3.33M | $53.09 | 51.25K |