Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2018

Feb 01, 2019

SELL
N/A
-3,987 Closed
0 $0
Q3 2018

Nov 09, 2018

BUY
N/A
230 Added 6.12%
3,987 $379,000
Q2 2018

Jul 23, 2018

SELL
N/A
-59 Reduced 1.55%
3,757 $290,000
Q1 2018

May 03, 2018

SELL
N/A
-226 Reduced 5.59%
3,816 $264,000
Q4 2017

Jan 16, 2018

SELL
N/A
-1,694 Reduced 29.53%
4,042 $302,000
Q3 2017

Oct 18, 2017

BUY
N/A
5,736
5,736 $363,000
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.