Bergan Kdv Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Bergan Kdv Wealth Management, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	BUY	$79.44 - $90.48 $41,467 - $47,230	522 New	522 $44,000
Q1 2022 May 09, 2022	SELL	$93.09 - $107.63 $29,695 - $34,333	-319 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$98.24 - $107.61 $98 - $107	1 Added 0.31%	319 $34,000
Q2 2021 Aug 10, 2021	BUY	$92.76 - $98.86 $17,253 - $18,387	186 Added 140.91%	318 $31,000
Q4 2020 Feb 04, 2021	SELL	$74.05 - $86.22 $666 - $775	-9 Reduced 6.38%	132 $11,000
Q3 2020 Nov 05, 2020	BUY	$69.81 - $80.47 $349 - $402	5 Added 3.68%	141 $11,000
Q2 2020 Aug 13, 2020	BUY	$54.49 - $72.8 $7,138 - $9,536	131 Added 2620.0%	136 $9,000
Q1 2020 Apr 24, 2020	SELL	$49.67 - $76.42 $198 - $305	-4 Reduced 44.44%	5 $0
Q4 2019 Feb 10, 2020	SELL	$65.12 - $72.96 $6,837 - $7,660	-105 Reduced 92.11%	9 $1,000
Q3 2019 Nov 08, 2019	SELL	$64.37 - $68.57 $5,149 - $5,485	-80 Reduced 41.24%	114 $8,000
Q2 2019 Aug 12, 2019	SELL	$62.47 - $67.06 $2,373 - $2,548	-38 Reduced 16.38%	194 $13,000
Q1 2019 May 09, 2019	SELL	$55.45 - $64.92 $5,877 - $6,881	-106 Reduced 31.36%	232 $15,000
Q4 2018 Feb 01, 2019	BUY	$53.25 - $66.76 $53 - $66	1 Added 0.3%	338 $19,000
Q3 2018 Nov 09, 2018	BUY	$62.51 - $67.36 $21,003 - $22,632	336 Added 33600.0%	337 $22,000
Q2 2018 Jul 23, 2018	BUY	$59.06 - $64.29 $59 - $64	1 New	1 $0

1,541

303M

53K

29.4K

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