Bergan Kdv Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Bergan Kdv Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 04, 2021	SELL	$53.17 - $62.19 $531 - $621	-10 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	$51.46 - $57.08 $102 - $114	2 Added 25.0%	10 $1,000
Q2 2020 Aug 13, 2020	BUY	$44.04 - $57.88 $88 - $115	2 Added 33.33%	8 $0
Q2 2019 Aug 12, 2019	BUY	$52.68 - $57.18 $52 - $57	1 Added 20.0%	6 $0
Q4 2018 Feb 01, 2019	BUY	$46.36 - $56.72 $139 - $170	3 Added 150.0%	5 $0
Q2 2018 Jul 23, 2018	BUY	$51.95 - $55.12 $103 - $110	2 New	2 $0

724

163M

2.8K

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