Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Others Institutions Holding XLC

About SELECT SECTOR SPDR TR COMMUNIC


  • Ticker XLC
  • Sector ETFs
  • Industry ETFs
More about XLC
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.