Bergan Kdv Wealth Management, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 883 shares of CWI stock, worth $27,019. This represents 0.0% of its overall portfolio holdings.

Number of Shares

883

Previous 883 -0.0%

Holding current value

$27,019

Previous $22,000 4.55%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	SELL	$21.09 - $25.07 $90,412 - $107,475	-4,287 Reduced 82.92%	883 $21,000
Q3 2022 Oct 24, 2022	SELL	$21.19 - $25.02 $79,949 - $94,400	-3,773 Reduced 42.19%	5,170 $110,000
Q1 2022 May 09, 2022	SELL	$25.48 - $29.95 $40,564 - $47,680	-1,592 Reduced 15.11%	8,943 $246,000
Q4 2020 Feb 04, 2021	BUY	$23.53 - $27.91 $88,778 - $105,304	3,773 Added 55.8%	10,535 $291,000
Q3 2020 Nov 05, 2020	BUY	$22.74 - $24.92 $20,079 - $22,004	883 Added 15.02%	6,762 $163,000
Q2 2020 Aug 13, 2020	SELL	$18.9 - $23.48 $177,981 - $221,111	-9,417 Reduced 61.57%	5,879 $133,000
Q4 2019 Feb 10, 2020	BUY	$23.32 - $26.04 $356,702 - $398,307	15,296 New	15,296 $394,000

Others Institutions Holding CWI

# of Institutions

229

Shares Held

44M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR MSCI ACWI EX

Ticker CWI
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Bergan Kdv Wealth Management, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History