Bergan Kdv Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 85 shares of FNDA stock, worth $2,654. This represents 0.0% of its overall portfolio holdings.

Number of Shares
85
Previous 85 -0.0%
Holding current value
$2,654
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 27, 2023
SELL
$46.21 - $53.63 $3,835 - $4,451
-83 Reduced 49.4%
85 $4,000
Q4 2022

Jan 31, 2023
BUY
$43.53 - $50.11 $4,222 - $4,860
97 Added 136.62%
168 $7,000
Q1 2022

May 09, 2022
SELL
$50.55 - $56.5 $2,123 - $2,373
-42 Reduced 37.17%
71 $4,000
Q4 2021

Jan 28, 2022
SELL
$52.31 - $57.77 $14,908 - $16,464
-285 Reduced 71.61%
113 $6,000
Q3 2021

Nov 12, 2021
BUY
$50.41 - $54.9 $20,063 - $21,850
398 New
398 $21,000
Q1 2021

May 11, 2021
SELL
$42.36 - $53.44 $23,721 - $29,926
-560 Closed
0 $0
Q4 2020

Feb 04, 2021
BUY
$33.5 - $43.02 $18,760 - $24,091
560 New
560 $24,000
Q3 2020

Nov 05, 2020
SELL
$30.58 - $35.51 $217,760 - $252,866
-7,121 Closed
0 $0
Q2 2020

Aug 13, 2020
BUY
$23.69 - $35.9 $168,696 - $255,643
7,121 New
7,121 $226,000
Q1 2020

Apr 24, 2020
SELL
$22.56 - $40.75 $17,077 - $30,847
-757 Closed
0 $0
Q4 2019

Feb 10, 2020
BUY
$36.37 - $40.34 $27,532 - $30,537
757 New
757 $30,000
Q3 2019

Nov 08, 2019
SELL
$37.63 - $38.85 $6,622 - $6,837
-176 Closed
0 $0
Q2 2018

Jul 23, 2018
BUY
N/A
176 New
176 $7,000

Others Institutions Holding FNDA

# of Institutions
464
Shares Held
228M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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