Bergan Kdv Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History

Bergan Kdv Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 27, 2023	SELL	$31.67 - $32.83 $7,284 - $7,550	-230 Reduced 98.29%	4 $0
Q4 2022 Jan 31, 2023	BUY	$31.02 - $32.36 $7,258 - $7,572	234 New	234 $7,000
Q2 2022 Jul 13, 2022	SELL	N/A	-120 Closed	0 $0
Q1 2022 May 09, 2022	BUY	N/A	106 Added 757.14%	120 $4,000
Q4 2021 Jan 28, 2022	SELL	N/A	-61 Reduced 81.33%	14 $1,000

Q3 2021 Nov 12, 2021	BUY	N/A	75 New	75 $3,000
Q1 2021 May 11, 2021	SELL	N/A	-88 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	N/A	88 New	88 $3,000
Q3 2020 Nov 05, 2020	SELL	N/A	-437 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	N/A	437 New	437 $16,000

514

209M

100

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