Bergan Kdv Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Bergan Kdv Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	BUY	$51.47 - $53.83 $2,882 - $3,014	56 New	56 $2,000
Q1 2022 May 09, 2022	SELL	$59.94 - $62.99 $7,012 - $7,369	-117 Closed	0 $0
Q4 2021 Jan 28, 2022	SELL	$62.25 - $63.89 $31,187 - $32,008	-501 Reduced 81.07%	117 $7,000
Q3 2021 Nov 12, 2021	BUY	$62.25 - $63.89 $38,470 - $39,484	618 New	618 $39,000
Q1 2021 May 11, 2021	SELL	$60.52 - $62.31 $33,649 - $34,644	-556 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$60.73 - $62.08 $33,765 - $34,516	556 New	556 $35,000
Q2 2020 Aug 13, 2020	SELL	$57.69 - $60.12 $576 - $601	-10 Closed	0 $0
Q1 2020 Apr 24, 2020	SELL	$53.09 - $59.55 $13,378 - $15,006	-252 Reduced 96.18%	10 $1,000
Q4 2019 Feb 10, 2020	BUY	$56.32 - $57.23 $14,755 - $14,994	262 New	262 $15,000

684

155M

60.2K

1.3K

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.