Bergan Kdv Wealth Management, LLC Technology Sector Spdr Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,302 shares of XLK stock, worth $524,717. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,302
Previous 2,744 16.11%
Holding current value
$524,717
Previous $414,000 3.38%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$143.97 - $174.63 $63,634 - $77,186
-442 Reduced 16.11%
2,302 $400,000
Q1 2023

Apr 27, 2023
BUY
$121.18 - $151.01 $44,351 - $55,269
366 Added 15.39%
2,744 $414,000
Q4 2022

Jan 31, 2023
BUY
$119.89 - $136.15 $9,111 - $10,347
76 Added 3.3%
2,378 $295,000
Q2 2022

Jul 13, 2022
BUY
N/A
359 Added 18.48%
2,302 $293,000
Q1 2022

May 09, 2022
SELL
N/A
-96 Reduced 4.71%
1,943 $309,000
Q4 2021

Jan 28, 2022
BUY
N/A
96 Added 4.94%
2,039 $355,000
Q3 2021

Nov 12, 2021
BUY
N/A
1,293 Added 198.92%
1,943 $290,000
Q4 2020

Feb 04, 2021
SELL
N/A
-34 Reduced 4.97%
650 $85,000
Q3 2020

Nov 05, 2020
SELL
N/A
-1,433 Reduced 67.69%
684 $80,000
Q2 2020

Aug 13, 2020
BUY
N/A
1,331 Added 169.34%
2,117 $221,000
Q1 2020

Apr 24, 2020
SELL
N/A
-15 Reduced 1.87%
786 $63,000
Q4 2019

Feb 10, 2020
BUY
N/A
71 Added 9.73%
801 $73,000
Q3 2019

Nov 08, 2019
BUY
N/A
80 Added 12.31%
730 $59,000
Q2 2018

Jul 23, 2018
BUY
N/A
650 New
650 $45,000

Others Institutions Holding XLK

# of Institutions
2,108
Shares Held
175M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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