Bergan Kdv Wealth Management, LLC Proshares Short S&P500 New (De Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Proshares Short S&P500 New (De stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,868 shares of SH stock, worth $127,425. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,868

Previous 2,983 3.86%

Holding current value

$127,425

Previous $44,000 11.36%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$13.88 - $15.25 $1,596 - $1,753	-115 Reduced 3.86%	2,868 $39,000
Q1 2023 Apr 27, 2023	SELL	$14.77 - $16.16 $310 - $339	-21 Reduced 0.7%	2,983 $44,000
Q4 2022 Jan 31, 2023	BUY	$15.1 - $17.3 $317 - $363	21 Added 0.7%	3,004 $48,000
Q3 2022 Oct 24, 2022	BUY	$14.46 - $17.28 $2,487 - $2,972	172 Added 6.12%	2,983 $52,000
Q4 2021 Jan 28, 2022	SELL	$13.55 - $15.24 $3,902 - $4,389	-288 Reduced 9.29%	2,811 $38,000
Q3 2021 Nov 12, 2021	BUY	$14.5 - $15.5 $6,641 - $7,099	458 Added 17.34%	3,099 $47,000
Q1 2021 May 11, 2021	BUY	$16.76 - $18.21 $9,821 - $10,671	586 Added 28.52%	2,641 $44,000
Q4 2020 Feb 04, 2021	SELL	$17.97 - $20.76 $24,349 - $28,129	-1,355 Reduced 39.74%	2,055 $37,000
Q3 2020 Nov 05, 2020	BUY	$19.21 - $22.22 $65,506 - $75,770	3,410 New	3,410 $69,000

Others Institutions Holding SH

# of Institutions

Shares Held

4.5M

Call Options Held

4.3K

Put Options Held

100

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Bergan Kdv Wealth Management, LLC Proshares Short S&P500 New (De Transaction History