Bergan Kdv Wealth Management, LLC Ishares S&P Small Cap 600 Grow Transaction History

Bergan Kdv Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 09, 2022	SELL	$119.16 - $140.17 $22,640 - $26,632	-190 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$130.52 - $143.62 $24,798 - $27,287	190 New	190 $26,000
Q4 2020 Feb 04, 2021	SELL	$89.39 - $115.31 $625 - $807	-7 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$62.95 - $90.62 $251 - $362	4 Added 133.33%	7 $1,000
Q3 2019 Nov 08, 2019	SELL	$86.64 - $92.93 $3,032 - $3,252	-35 Reduced 92.11%	3 $1,000
Q2 2019 Aug 12, 2019	SELL	$85.35 - $93.89 $5,803 - $6,384	-68 Reduced 64.15%	38 $7,000
Q4 2018 Feb 01, 2019	BUY	$75.74 - $99.46 $151 - $198	2 Added 1.92%	106 $17,000
Q2 2018 Jul 23, 2018	BUY	$85.01 - $98.03 $8,841 - $10,195	104 New	104 $20,000

759

30.8M

9.6K

5.7K

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