Heritage Wealth Advisors Ventas, Inc. Transaction History

Heritage Wealth Advisors

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$39.65 - $50.95 $2,339 - $3,006	59 Added 19.67%	359 $17,000
Q2 2020 Jul 17, 2020	SELL	$22.52 - $45.69 $54,048 - $109,656	-2,400 Reduced 88.89%	300 $10,000
Q2 2020 Jul 17, 2020	BUY	$22.52 - $45.69 $54,048 - $109,656	2,400 Added 800.0%	2,700 $10,000
Q1 2020 May 05, 2020	SELL	$16.97 - $63.05 $1,883 - $6,998	-111 Reduced 27.01%	300 $8,000
Q4 2019 Feb 04, 2020	SELL	$55.15 - $74.56 $9,210 - $12,451	-167 Reduced 28.89%	411 $23,000

Q2 2019 Aug 05, 2019	BUY	$57.77 - $71.76 $5,777 - $7,176	100 Added 20.92%	578 $0
Q1 2019 May 06, 2019	BUY	$56.92 - $65.25 $10,131 - $11,614	178 Added 59.33%	478 $0
Q3 2018 Nov 14, 2018	BUY	$53.66 - $60.12 $16,097 - $18,036	300 New	300 $16,000

690

346M

1.83M

279K

Ticker VTR
Exchange NYSE
Sector Real Estate
Industry REIT—Healthcare Facilities
Shares Outstandng 399,712,992
Market Cap $20.5B
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...

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Advisors with notifications on news.