Bergan Kdv Wealth Management, LLC Spdr Nuveen Bloomberg High Yie Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 15,916 shares of HYMB stock, worth $403,948. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,916
Previous 16,163 1.53%
Holding current value
$403,948
Previous $404,000 1.49%
% of portfolio
0.04%
Previous 0.04%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$24.33 - $25.33 $6,009 - $6,256
-247 Reduced 1.53%
15,916 $398,000
Q1 2023

Apr 27, 2023
BUY
$24.5 - $50.38 $320,852 - $659,776
13,096 Added 427.0%
16,163 $404,000
Q4 2022

Jan 31, 2023
SELL
$46.87 - $50.65 $211,758 - $228,836
-4,518 Reduced 59.56%
3,067 $150,000
Q3 2022

Oct 24, 2022
SELL
N/A
-204 Reduced 2.62%
7,585 $363,000
Q2 2022

Jul 13, 2022
SELL
N/A
-316 Reduced 3.9%
7,789 $400,000
Q1 2022

May 09, 2022
BUY
N/A
397 Added 5.15%
8,105 $447,000
Q4 2021

Jan 28, 2022
BUY
N/A
1,324 Added 20.74%
7,708 $463,000
Q3 2021

Nov 12, 2021
BUY
N/A
690 Added 12.12%
6,384 $383,000
Q2 2021

Aug 10, 2021
SELL
N/A
-41 Reduced 0.71%
5,694 $346,000
Q1 2021

May 11, 2021
BUY
N/A
494 Added 9.43%
5,735 $340,000
Q4 2020

Feb 04, 2021
BUY
N/A
106 Added 2.06%
5,241 $309,000
Q3 2020

Nov 05, 2020
BUY
N/A
38 Added 0.75%
5,135 $292,000
Q2 2020

Aug 13, 2020
SELL
N/A
-248 Reduced 4.64%
5,097 $287,000
Q1 2020

Apr 24, 2020
BUY
N/A
796 Added 17.5%
5,345 $292,000
Q4 2019

Feb 10, 2020
BUY
N/A
384 Added 9.22%
4,549 $268,000
Q3 2019

Nov 08, 2019
SELL
N/A
-57 Reduced 1.35%
4,165 $247,000
Q2 2019

Aug 12, 2019
BUY
N/A
1,162 Added 37.97%
4,222 $247,000
Q1 2019

May 09, 2019
BUY
N/A
1,028 Added 50.59%
3,060 $176,000
Q4 2018

Feb 01, 2019
SELL
N/A
-2,188 Reduced 51.85%
2,032 $114,000
Q3 2018

Nov 09, 2018
SELL
N/A
-1,416 Reduced 25.12%
4,220 $237,000
Q2 2018

Jul 23, 2018
BUY
N/A
382 Added 7.27%
5,636 $318,000
Q1 2018

May 03, 2018
BUY
N/A
1,224 Added 30.37%
5,254 $293,000
Q4 2017

Jan 16, 2018
BUY
N/A
218 Added 5.72%
4,030 $224,000
Q3 2017

Oct 18, 2017
BUY
N/A
3,812
3,812 $218,000

Others Institutions Holding HYMB

# of Institutions
362
Shares Held
72.4M
Call Options Held
0
Put Options Held
7.8K
View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

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