Bergan Kdv Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,000 shares of XLY stock, worth $200,860. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,000

Previous 1,032 3.1%

Holding current value

$200,860

Previous $154,000 9.74%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$143.54 - $169.81 $4,593 - $5,433	-32 Reduced 3.1%	1,000 $169,000
Q1 2023 Apr 27, 2023	BUY	$128.39 - $156.16 $2,182 - $2,654	17 Added 1.67%	1,032 $154,000
Q4 2022 Jan 31, 2023	BUY	$126.26 - $147.57 $1,893 - $2,213	15 Added 1.5%	1,015 $131,000
Q3 2021 Nov 12, 2021	SELL	$175.93 - $185.89 $9,852 - $10,409	-56 Reduced 5.3%	1,000 $179,000
Q2 2021 Aug 10, 2021	BUY	$166.65 - $179.87 $9,332 - $10,072	56 Added 5.6%	1,056 $189,000
Q2 2020 Aug 13, 2020	SELL	$92.41 - $133.25 $21,623 - $31,180	-234 Reduced 18.96%	1,000 $128,000
Q4 2018 Feb 01, 2019	BUY	N/A	234 Added 23.4%	1,234 $122,000
Q2 2018 Jul 23, 2018	BUY	N/A	1,000 New	1,000 $109,000

Others Institutions Holding XLY

# of Institutions

1,269

Shares Held

81.5M

Call Options Held

5.83M

Put Options Held

12.5M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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 Select Sector Spdr Consumer Di Transaction History