Bergan Kdv Wealth Management, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,052 shares of MDYG stock, worth $89,009. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,052

Previous 1,052 -0.0%

Holding current value

$89,009

Previous $71,000 5.63%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 27, 2023	SELL	$64.78 - $71.55 $30,511 - $33,700	-471 Reduced 30.93%	1,052 $71,000
Q4 2022 Jan 31, 2023	SELL	$61.13 - $69.88 $87,049 - $99,509	-1,424 Reduced 48.32%	1,523 $99,000
Q1 2022 May 09, 2022	SELL	$69.3 - $81.58 $24,255 - $28,553	-350 Reduced 10.62%	2,947 $219,000
Q4 2020 Feb 04, 2021	BUY	$58.06 - $69.83 $9,173 - $11,033	158 Added 5.03%	3,297 $229,000
Q3 2020 Nov 05, 2020	SELL	$53.09 - $60.07 $267,467 - $302,632	-5,038 Reduced 61.61%	3,139 $180,000
Q2 2020 Aug 13, 2020	SELL	$39.86 - $56.97 $285,636 - $408,247	-7,166 Reduced 46.71%	8,177 $440,000
Q1 2020 Apr 24, 2020	BUY	$35.95 - $59.38 $66,076 - $109,140	1,838 Added 13.61%	15,343 $657,000
Q4 2019 Feb 10, 2020	BUY	$51.98 - $57.24 $478,319 - $526,722	9,202 Added 213.85%	13,505 $771,000
Q3 2019 Nov 08, 2019	SELL	$53.33 - $54.71 $18,558 - $19,039	-348 Reduced 7.48%	4,303 $231,000
Q2 2019 Aug 12, 2019	SELL	N/A	-76 Reduced 1.61%	4,651 $252,000
Q1 2019 May 09, 2019	SELL	N/A	-2,800 Reduced 37.2%	4,727 $248,000
Q4 2018 Feb 01, 2019	BUY	N/A	6 Added 0.08%	7,527 $345,000
Q3 2018 Nov 09, 2018	SELL	N/A	-1,978 Reduced 20.82%	7,521 $421,000
Q2 2018 Jul 23, 2018	BUY	N/A	5,989 Added 170.63%	9,499 $513,000
Q1 2018 May 03, 2018	SELL	N/A	-208 Reduced 5.59%	3,510 $553,000
Q4 2017 Jan 16, 2018	BUY	N/A	6 Added 0.16%	3,718 $578,000
Q3 2017 Oct 18, 2017	BUY	N/A	3,712	3,712 $547,000

Others Institutions Holding MDYG

# of Institutions

416

Shares Held

25.1M

Call Options Held

Put Options Held

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About SPDR S&P 400 MID CAP GROWTH ET

Ticker MDYG
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Bergan Kdv Wealth Management, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History