Bergan Kdv Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Bergan Kdv Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	SELL	$201.03 - $253.2 $77,396 - $97,482	-385 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$230.48 - $266.11 $44,482 - $51,359	-193 Reduced 33.39%	385 $96,000
Q4 2021 Jan 28, 2022	BUY	$241.33 - $266.02 $139,488 - $153,759	578 New	578 $153,000
Q3 2020 Nov 05, 2020	SELL	$172.79 - $199.44 $8,293 - $9,573	-48 Closed	0 $0
Q1 2019 May 09, 2019	BUY	N/A	48 New	48 $8,000
Q3 2018 Nov 09, 2018	SELL	N/A	-50 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	N/A	50 New	50 $8,000

1,369

93.2M

212K

52.5K

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