DWS
Dynamic Wealth Strategies’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.39K | Sell |
117
-109
| -48% | -$6.88K | 0.01% | 209 |
|
|
2025
Q1 | $15.5K | Buy |
+226
| New | +$15.5K | 0.01% | 179 |
|
|
2024
Q4 | – | Sell |
-642
| Closed | -$41K | – | 219 |
|
|
2024
Q3 | $41K | Sell |
642
-170
| -21% | -$10.9K | 0.03% | 136 |
|
|
2024
Q2 | $42K | Hold |
812
| – | – | 0.04% | 129 |
|
|
2024
Q1 | $35K | Sell |
812
-105
| -11% | -$4.53K | 0.03% | 138 |
|
|
2023
Q4 | $45.7K | Buy |
+917
| New | +$45.7K | 0.04% | 126 |
|