Bergan Kdv Wealth Management, LLC Spdr S&P 600 Small Cap Growth 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 600 Small Cap Growth stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 3 shares of SLYG stock, worth $268. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Previous 3 -0.0%
Holding current value
$268
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 24, 2022
SELL
$67.45 - $82.5 $31,701 - $38,775
-470 Reduced 99.37%
3 $0
Q1 2022

May 09, 2022
SELL
$79.77 - $93.68 $32,785 - $38,502
-411 Reduced 46.49%
473 $40,000
Q3 2020

Nov 05, 2020
SELL
$55.29 - $63.27 $23,111 - $26,446
-418 Reduced 32.1%
884 $52,000
Q2 2020

Aug 13, 2020
SELL
$42.16 - $60.6 $65,390 - $93,990
-1,551 Reduced 54.36%
1,302 $74,000
Q4 2019

Feb 10, 2020
BUY
$57.76 - $64.9 $89,528 - $100,595
1,550 Added 118.96%
2,853 $184,000
Q3 2019

Nov 08, 2019
SELL
$59.51 - $62.08 $14,282 - $14,899
-240 Reduced 15.55%
1,303 $78,000
Q2 2019

Aug 12, 2019
SELL
N/A
-100 Reduced 6.09%
1,543 $94,000
Q1 2019

May 09, 2019
SELL
N/A
-1,855 Reduced 53.03%
1,643 $98,000
Q4 2018

Feb 01, 2019
BUY
N/A
5 Added 0.14%
3,498 $189,000
Q3 2018

Nov 09, 2018
SELL
N/A
-24 Reduced 0.68%
3,493 $236,000
Q2 2018

Jul 23, 2018
BUY
N/A
2,533 Added 257.42%
3,517 $222,000
Q1 2018

May 03, 2018
SELL
N/A
-110 Reduced 10.05%
984 $229,000
Q4 2017

Jan 16, 2018
BUY
N/A
12 Added 1.11%
1,094 $249,000
Q3 2017

Oct 18, 2017
BUY
N/A
1,082
1,082 $247,000

Others Institutions Holding SLYG

# of Institutions
520
Shares Held
28.7M
Call Options Held
2K
Put Options Held
76
View Full List

About SPDR S&P 600 SMALL CAP GROWTH

SLYG Quotes by TradingView
  • Ticker SLYG
  • Sector ETFs
  • Industry ETFs
More about SLYG
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email