Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 28, 2022

SELL
N/A
-94 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
N/A
1 Added 1.08%
94 $11,000
Q2 2021

Aug 10, 2021

BUY
N/A
1 Added 1.09%
93 $11,000
Q1 2021

May 11, 2021

BUY
N/A
1 Added 1.1%
92 $9,000
Q4 2020

Feb 04, 2021

BUY
N/A
26 Added 40.0%
91 $8,000
Q3 2020

Nov 05, 2020

BUY
N/A
45 Added 225.0%
65 $5,000
Q2 2020

Aug 13, 2020

BUY
N/A
20 New
20 $2,000
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.