Bergan Kdv Wealth Management, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 721 shares of MINT stock, worth $72,539. This represents 0.01% of its overall portfolio holdings.

Number of Shares
721
Previous 2,023 64.36%
Holding current value
$72,539
Previous $200,000 64.5%
% of portfolio
0.01%
Previous 0.02%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$98.92 - $99.76 $128,793 - $129,887
-1,302 Reduced 64.36%
721 $71,000
Q4 2022

Jan 31, 2023
SELL
$98.19 - $99.0 $94,655 - $95,436
-964 Reduced 32.27%
2,023 $199,000
Q3 2022

Oct 24, 2022
SELL
$98.86 - $99.36 $2.38 Million - $2.4 Million
-24,122 Reduced 88.98%
2,987 $295,000
Q2 2022

Jul 13, 2022
BUY
$99.0 - $100.08 $145,728 - $147,317
1,472 Added 5.74%
27,109 $2.69 Million
Q1 2022

May 09, 2022
BUY
$100.07 - $101.54 $193,835 - $196,682
1,937 Added 8.17%
25,637 $2.57 Million
Q4 2021

Jan 28, 2022
BUY
$101.54 - $101.91 $144,389 - $144,916
1,422 Added 6.38%
23,700 $2.41 Million
Q3 2021

Nov 12, 2021
BUY
$101.91 - $102.02 $364,022 - $364,415
3,572 Added 19.1%
22,278 $2.27 Million
Q2 2021

Aug 10, 2021
BUY
$101.87 - $102.03 $229,513 - $229,873
2,253 Added 13.69%
18,706 $1.91 Million
Q1 2021

May 11, 2021
BUY
$101.91 - $102.15 $328,965 - $329,740
3,228 Added 24.41%
16,453 $1.68 Million
Q4 2020

Feb 04, 2021
SELL
$101.9 - $102.06 $1,936 - $1,939
-19 Reduced 0.14%
13,225 $1.35 Million
Q3 2020

Nov 05, 2020
BUY
$101.57 - $102.0 $134,783 - $135,354
1,327 Added 11.14%
13,244 $1.35 Million
Q2 2020

Aug 13, 2020
BUY
$99.0 - $101.69 $258,489 - $265,512
2,611 Added 28.06%
11,917 $1.21 Million
Q1 2020

Apr 24, 2020
SELL
$97.07 - $101.94 $157,350 - $165,244
-1,621 Reduced 14.83%
9,306 $921,000
Q4 2019

Feb 10, 2020
BUY
$101.56 - $101.77 $116,387 - $116,628
1,146 Added 11.72%
10,927 $1.11 Million
Q3 2019

Nov 08, 2019
BUY
$101.6 - $101.74 $29,870 - $29,911
294 Added 3.1%
9,781 $995,000
Q2 2019

Aug 12, 2019
SELL
N/A
-4,671 Reduced 32.99%
9,487 $965,000
Q1 2019

May 09, 2019
BUY
N/A
1,720 Added 13.83%
14,158 $1.44 Million
Q4 2018

Feb 01, 2019
BUY
N/A
225 Added 1.84%
12,438 $1.26 Million
Q3 2018

Nov 09, 2018
BUY
N/A
667 Added 5.78%
12,213 $1.24 Million
Q2 2018

Jul 23, 2018
BUY
N/A
555 Added 5.05%
11,546 $1.17 Million
Q1 2018

May 03, 2018
BUY
N/A
128 Added 1.18%
10,991 $1.12 Million
Q4 2017

Jan 16, 2018
SELL
N/A
-202 Reduced 1.83%
10,863 $1.1 Million
Q3 2017

Oct 18, 2017
BUY
N/A
11,065
11,065 $1.13 Million

Others Institutions Holding MINT

# of Institutions
705
Shares Held
87.8M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR ENHANCED SHT MATU

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