Bergan Kdv Wealth Management, LLC Ishares 10+ Year Investment Gr Transaction History

Bergan Kdv Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 24, 2020	SELL	$52.12 - $72.11 $287,024 - $397,109	-5,507 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$64.93 - $67.17 $649 - $671	10 Added 0.18%	5,507 $367,000
Q3 2019 Nov 08, 2019	SELL	$62.86 - $67.97 $429,836 - $464,778	-6,838 Reduced 55.44%	5,497 $366,000
Q2 2019 Aug 12, 2019	BUY	$59.54 - $63.75 $13,396 - $14,343	225 Added 1.86%	12,335 $786,000
Q1 2019 May 09, 2019	BUY	$56.43 - $60.35 $677 - $724	12 Added 0.1%	12,110 $731,000
Q4 2018 Feb 01, 2019	BUY	$55.17 - $57.88 $7,613 - $7,987	138 Added 1.15%	12,098 $681,000
Q3 2018 Nov 09, 2018	BUY	$57.56 - $59.19 $53,473 - $54,987	929 Added 8.42%	11,960 $697,000
Q2 2018 Jul 23, 2018	BUY	$57.4 - $60.13 $1,664 - $1,743	29 Added 0.26%	11,031 $639,000
Q1 2018 May 03, 2018	BUY	$59.19 - $62.94 $29,062 - $30,903	491 Added 4.67%	11,002 $663,000
Q4 2017 Jan 16, 2018	BUY	$61.55 - $63.58 $330,338 - $341,233	5,367 Added 104.34%	10,511 $664,000
Q3 2017 Oct 18, 2017	BUY	$61.85 - $62.3 $318,156 - $320,471	5,144	5,144 $319,000

188

32.5M

101K

10.5K

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