Bergan Kdv Wealth Management, LLC Select Sector Spdr Tr Communic Transaction History

Bergan Kdv Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 27, 2023	BUY	$48.61 - $59.39 $9,041 - $11,046	186 Added 295.24%	249 $14,000
Q4 2022 Jan 31, 2023	BUY	$45.41 - $51.94 $2,860 - $3,272	63 New	63 $3,000
Q3 2021 Nov 12, 2021	SELL	$79.63 - $86.05 $10,351 - $11,186	-130 Closed	0 $0
Q4 2020 Feb 04, 2021	SELL	$58.74 - $67.48 $881 - $1,012	-15 Reduced 10.34%	130 $9,000
Q3 2020 Nov 05, 2020	BUY	$55.2 - $65.14 $386 - $455	7 Added 5.07%	145 $9,000
Q1 2020 Apr 24, 2020	SELL	$40.22 - $57.58 $5,550 - $7,946	-138 Reduced 50.0%	138 $6,000
Q4 2019 Feb 10, 2020	SELL	$48.28 - $54.19 $13,421 - $15,064	-278 Reduced 50.18%	276 $15,000
Q4 2018 Feb 01, 2019	SELL	N/A	-250 Reduced 31.09%	554 $23,000
Q3 2018 Nov 09, 2018	BUY	N/A	804 New	804 $39,000

1,147

183M

2.89M

3.6M

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