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 $87,515. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,052
Previous 1,052 -0.0%
Holding current value
$87,515
Previous $71,000 5.63%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.04 - $69.88 $91,192 - $99,509
-1,424 Reduced 48.32%
1,523 $99,000
Q1 2022

May 09, 2022
SELL
N/A
-350 Reduced 10.62%
2,947 $219,000
Q4 2020

Feb 04, 2021
BUY
N/A
158 Added 5.03%
3,297 $229,000
Q3 2020

Nov 05, 2020
SELL
N/A
-5,038 Reduced 61.61%
3,139 $180,000
Q2 2020

Aug 13, 2020
SELL
N/A
-7,166 Reduced 46.71%
8,177 $440,000
Q1 2020

Apr 24, 2020
BUY
N/A
1,838 Added 13.61%
15,343 $657,000
Q4 2019

Feb 10, 2020
BUY
N/A
9,202 Added 213.85%
13,505 $771,000
Q3 2019

Nov 08, 2019
SELL
N/A
-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
377
Shares Held
27.2M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP GROWTH ET

MDYG Quotes by TradingView
  • Ticker MDYG
  • Sector ETFs
  • Industry ETFs
More about MDYG
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