Schechter Investment Advisors’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $202K | Buy |
+2,941
| New | +$202K | 0.02% | 554 |
|
|
2024
Q4 | – | Sell |
-3,866
| Closed | -$248K | – | 704 |
|
|
2024
Q3 | $248K | Sell |
3,866
-70
| -2% | -$4.49K | 0.02% | 538 |
|
|
2024
Q2 | $202K | Buy |
+3,936
| New | +$202K | 0.02% | 567 |
|
|
2024
Q1 | – | Sell |
-4,071
| Closed | -$203K | – | 703 |
|
|
2023
Q4 | $203K | Buy |
+4,071
| New | +$203K | 0.02% | 564 |
|