Bergan Kdv Wealth Management, LLC Healthcare Trust Of America, Inc. Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$27.06 - $32.01 $7,143 - $8,450	-264 Reduced 30.77%	594 $17,000
Q1 2022 May 09, 2022	BUY	$29.39 - $33.88 $58 - $67	2 Added 0.23%	858 $27,000
Q4 2021 Jan 28, 2022	BUY	$29.95 - $34.72 $89 - $104	3 Added 0.35%	856 $29,000
Q3 2021 Nov 12, 2021	BUY	$26.87 - $31.28 $80 - $93	3 Added 0.35%	853 $25,000
Q2 2021 Aug 10, 2021	BUY	$26.7 - $29.52 $80 - $88	3 Added 0.35%	850 $23,000
Q1 2021 May 11, 2021	BUY	$26.2 - $29.09 $78 - $87	3 Added 0.36%	847 $23,000
Q4 2020 Feb 04, 2021	BUY	$23.71 - $28.18 $71 - $84	3 Added 0.36%	844 $23,000
Q3 2020 Nov 05, 2020	BUY	$24.69 - $27.81 $74 - $83	3 Added 0.36%	841 $22,000
Q2 2020 Aug 13, 2020	BUY	$21.89 - $28.87 $1,379 - $1,818	63 Added 8.13%	838 $22,000
Q1 2020 Apr 24, 2020	BUY	$20.89 - $34.14 $62 - $102	3 Added 0.39%	775 $19,000
Q4 2019 Feb 10, 2020	BUY	$28.77 - $31.14 $57 - $62	2 Added 0.26%	772 $23,000
Q3 2019 Nov 08, 2019	BUY	$26.69 - $29.57 $80 - $88	3 Added 0.39%	770 $23,000
Q2 2019 Aug 12, 2019	BUY	$26.84 - $29.2 $80 - $87	3 Added 0.39%	767 $21,000
Q1 2019 May 09, 2019	BUY	$24.73 - $28.88 $49 - $57	2 Added 0.26%	764 $22,000
Q4 2018 Feb 01, 2019	BUY	$24.48 - $29.09 $73 - $87	3 Added 0.4%	762 $19,000
Q3 2018 Nov 09, 2018	BUY	$25.95 - $28.96 $77 - $86	3 Added 0.4%	759 $20,000
Q2 2018 Jul 23, 2018	BUY	$24.32 - $26.96 $18,385 - $20,381	756 New	756 $20,000

Others Institutions Holding HTA

# of Institutions

2

Shares Held

310

Call Options Held

0

Put Options Held

0

About HEALTHCARE TRUST OF AMERICA, INC.

Ticker HTA
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 229,074,000
Market Cap $6.69B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.