Bergan Kdv Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Bergan Kdv Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	SELL	$50.06 - $50.26 $55,466 - $55,688	-1,108 Closed	0 $0
Q4 2021 Jan 28, 2022	SELL	$50.47 - $50.71 $123,146 - $123,732	-2,440 Reduced 68.77%	1,108 $56,000
Q1 2021 May 11, 2021	BUY	$50.72 - $50.82 $179,954 - $180,309	3,548 New	3,548 $180,000
Q4 2020 Feb 04, 2021	SELL	$50.74 - $50.83 $93,869 - $94,035	-1,850 Closed	0 $0
Q3 2020 Nov 05, 2020	SELL	$50.71 - $50.88 $7,048 - $7,072	-139 Reduced 6.99%	1,850 $94,000
Q1 2019 May 09, 2019	BUY	$50.09 - $50.4 $99,629 - $100,245	1,989 New	1,989 $100,000

1,056

365M

4.68K

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