SFC
Swisher Financial Concepts’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,476
| Closed | -$993K | – | 86 |
|
|
2024
Q3 | $993K | Buy |
18,476
+3,183
| +21% | +$171K | 0.63% | 30 |
|
|
2024
Q2 | $792K | Buy |
15,293
+76
| +0.5% | +$3.94K | 0.8% | 21 |
|
|
2024
Q1 | $648K | Buy |
15,217
+1,554
| +11% | +$66.2K | 0.56% | 29 |
|
|
2023
Q4 | $677K | Buy |
+13,663
| New | +$677K | 0.65% | 27 |
|