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

685

155M

60.2K

1.3K

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