SWS
SYSTM Wealth Solutions’s Ventas VTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,526
| Closed | -$129K | – | 622 |
|
|
2024
Q2 | $129K | Hold |
2,526
| – | – | 0.03% | 225 |
|
|
2024
Q1 | $111K | Hold |
2,526
| – | – | 0.01% | 465 |
|
|
2023
Q4 | $127K | Buy |
+2,526
| New | +$127K | 0.02% | 428 |
|
|
2023
Q1 | – | Sell |
-13,323
| Closed | -$600K | – | 533 |
|
|
2022
Q4 | $600K | Buy |
+13,323
| New | +$600K | 0.07% | 307 |
|