Bergan Kdv Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Bergan Kdv Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 24, 2022	BUY	$63.3 - $71.11 $20,572 - $23,110	325 New	325 $21,000
Q2 2019 Aug 12, 2019	SELL	N/A	-5,996 Closed	0 $0
Q1 2019 May 09, 2019	BUY	N/A	397 Added 7.09%	5,996 $313,000
Q4 2018 Feb 01, 2019	BUY	N/A	474 Added 9.25%	5,599 $262,000
Q2 2018 Jul 23, 2018	BUY	N/A	725 Added 16.48%	5,125 $272,000
Q1 2018 May 03, 2018	SELL	N/A	-200 Reduced 4.35%	4,400 $227,000
Q3 2017 Oct 18, 2017	BUY	N/A	4,600	4,600 $235,000

500

30.4M

1.3K

200

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