Bergan Kdv Wealth Management, LLC Ventas, Inc. Transaction History

Bergan Kdv Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	SELL	$36.04 - $46.52 $792 - $1,023	-22 Reduced 55.0%	18 $0
Q2 2022 Jul 13, 2022	SELL	$48.43 - $62.86 $145 - $188	-3 Reduced 6.98%	40 $2,000
Q1 2022 May 09, 2022	SELL	$50.03 - $63.64 $50 - $63	-1 Reduced 2.27%	43 $3,000
Q2 2021 Aug 10, 2021	BUY	$52.18 - $59.24 $52 - $59	1 Added 2.33%	44 $2,000
Q2 2020 Aug 13, 2020	SELL	$22.52 - $45.69 $2,387 - $4,843	-106 Reduced 71.14%	43 $2,000
Q1 2020 Apr 24, 2020	BUY	$16.97 - $63.05 $33 - $126	2 Added 1.36%	149 $4,000
Q4 2019 Feb 10, 2020	SELL	$55.15 - $74.56 $5,128 - $6,934	-93 Reduced 38.75%	147 $9,000
Q3 2019 Nov 08, 2019	BUY	$66.92 - $75.23 $200 - $225	3 Added 1.27%	240 $18,000
Q2 2019 Aug 12, 2019	SELL	$57.77 - $71.76 $3,004 - $3,731	-52 Reduced 17.99%	237 $16,000
Q1 2019 May 09, 2019	BUY	$56.92 - $65.25 $170 - $195	3 Added 1.05%	289 $18,000
Q4 2018 Feb 01, 2019	BUY	$52.86 - $65.47 $264 - $327	5 Added 1.78%	286 $17,000
Q3 2018 Nov 09, 2018	BUY	$53.66 - $60.12 $160 - $180	3 Added 1.08%	281 $15,000
Q2 2018 Jul 23, 2018	BUY	$46.96 - $57.44 $13,054 - $15,968	278 New	278 $16,000

745

363M

1.5M

326K

Ticker VTR
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 399,712,992
Market Cap $25.5B
Description
Ventas, an S&P 500 company, operates at the intersection of two powerful and dynamic industries ? healthcare and real estate. As one of the world's foremost Real Estate Investment Trusts (REIT), we use the power of capital to unlock the value of real estate, partnering with leading care providers, developers, research and medical institution...

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