Bergan Kdv Wealth Management, LLC Financial Sector Spdr Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,000 shares of XLF stock, worth $104,960. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,000

Previous 2,000 -0.0%

Holding current value

$104,960

Previous $64,000 4.69%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 27, 2023	SELL	$30.98 - $37.0 $6,722 - $8,029	-217 Reduced 9.79%	2,000 $64,000
Q4 2022 Jan 31, 2023	BUY	$30.29 - $36.31 $6,572 - $7,879	217 Added 10.85%	2,217 $75,000
Q1 2022 May 09, 2022	SELL	$35.66 - $41.42 $9,842 - $11,431	-276 Reduced 12.13%	2,000 $77,000
Q4 2021 Jan 28, 2022	BUY	$37.54 - $40.62 $10,361 - $11,211	276 Added 13.8%	2,276 $89,000
Q3 2020 Nov 05, 2020	SELL	$22.68 - $25.49 $26,331 - $29,593	-1,161 Reduced 36.73%	2,000 $48,000
Q2 2020 Aug 13, 2020	SELL	$19.55 - $26.74 $3,655 - $5,000	-187 Reduced 5.59%	3,161 $73,000
Q3 2019 Nov 08, 2019	SELL	$27.86 - $28.52 $9,388 - $9,611	-337 Reduced 9.15%	3,348 $94,000
Q2 2019 Aug 12, 2019	SELL	N/A	-898 Reduced 19.59%	3,685 $102,000
Q4 2018 Feb 01, 2019	BUY	N/A	1,348 Added 41.67%	4,583 $109,000
Q2 2018 Jul 23, 2018	BUY	N/A	3,235 New	3,235 $86,000

Others Institutions Holding XLF

# of Institutions

2,118

Shares Held

1.02B

Call Options Held

180M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

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.

Account

Bergan Kdv Wealth Management, LLC Financial Sector Spdr Transaction History