SAI
Systematic Alpha Investments’s Ventas VTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-705
| Closed | -$29.7K | – | 301 |
|
2023
Q3 | $29.7K | Hold |
705
| – | – | ﹤0.01% | 286 |
|
2023
Q2 | $33.3K | Hold |
705
| – | – | ﹤0.01% | 252 |
|
2023
Q1 | $30.6K | Buy |
+705
| New | +$30.6K | ﹤0.01% | 289 |
|
2021
Q4 | – | Sell |
-678
| Closed | -$36K | – | 470 |
|
2021
Q3 | $36K | Buy |
+678
| New | +$36K | ﹤0.01% | 323 |
|