Custom Index Systems’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,562
| Closed | -$245K | – | 296 |
|
|
2025
Q1 | $245K | Buy |
+3,562
| New | +$245K | 0.12% | 240 |
|
|
2024
Q4 | – | Sell |
-3,152
| Closed | -$202K | – | 276 |
|
|
2024
Q3 | $202K | Sell |
3,152
-2,188
| -41% | -$140K | 0.11% | 227 |
|
|
2024
Q2 | $274K | Buy |
5,340
+601
| +13% | +$30.8K | 0.16% | 194 |
|
|
2024
Q1 | $206K | Buy |
+4,739
| New | +$206K | 0.12% | 237 |
|