Bergan Kdv Wealth Management, LLC HEALTHCARE RLTY TR Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023
Number of Shares
533
Previous 551 3.27%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 24, 2023
SELL
N/A
-18 Reduced 3.27%
533 $0
Q1 2023

Apr 27, 2023
SELL
N/A
-71 Reduced 11.41%
551 $0
Q4 2022

Jan 31, 2023
BUY
N/A
28 Added 4.71%
622 $0
Q3 2022

Oct 24, 2022
BUY
N/A
594 New
594 $12,000
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