Bergan Kdv Wealth Management, LLC Fidelity Covington Tr Msci Inf Transaction History

Bergan Kdv Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	SELL	$93.52 - $125.2 $3,740 - $5,008	-40 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$108.47 - $136.53 $4,338 - $5,461	40 New	40 $5,000
Q3 2020 Nov 05, 2020	SELL	$82.47 - $99.96 $31,833 - $38,584	-386 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$59.66 - $82.42 $23,028 - $31,814	386 New	386 $32,000
Q3 2019 Nov 08, 2019	SELL	$60.39 - $66.03 $422 - $462	-7 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	$45.74 - $60.45 $228 - $302	5 Added 250.0%	7 $0
Q2 2018 Jul 23, 2018	BUY	$50.57 - $57.73 $101 - $115	2 New	2 $0

493

19.5M

24.9K

7.6K

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.