Bergan Kdv Wealth Management, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 04, 2021
SELL
N/A
-1,637 Closed
0 $0
Q3 2020

Nov 05, 2020
SELL
N/A
-393 Reduced 19.36%
1,637 $35,000
Q2 2020

Aug 13, 2020
SELL
N/A
-2,451 Reduced 54.7%
2,030 $43,000
Q1 2020

Apr 24, 2020
SELL
N/A
-1,440 Reduced 24.32%
4,481 $94,000
Q4 2019

Feb 10, 2020
SELL
N/A
-3,477 Reduced 37.0%
5,921 $126,000
Q3 2019

Nov 08, 2019
SELL
N/A
-34,770 Reduced 78.72%
9,398 $200,000
Q2 2019

Aug 12, 2019
SELL
N/A
-1,095,607 Reduced 96.12%
44,168 $939,000
Q1 2019

May 09, 2019
BUY
N/A
13,294 Added 1.18%
1,139,775 $24.2 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-6,531 Reduced 0.58%
1,126,481 $23.7 Million
Q3 2018

Nov 09, 2018
BUY
N/A
32,683 Added 2.97%
1,133,012 $23.9 Million
Q2 2018

Jul 23, 2018
BUY
N/A
1,100,329 New
1,100,329 $23.2 Million
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