Bergan Kdv Wealth Management, LLC GOLD TR Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 10, 2021	SELL	N/A	-26,702 Closed	0 $0
Q1 2021 May 11, 2021	SELL	N/A	-275 Reduced 1.02%	26,702 $434,000
Q4 2020 Feb 04, 2021	BUY	N/A	2,815 Added 11.65%	26,977 $489,000
Q3 2020 Nov 05, 2020	SELL	N/A	-2,000 Reduced 7.64%	24,162 $435,000
Q2 2020 Aug 13, 2020	BUY	N/A	1,364 Added 5.5%	26,162 $444,000
Q1 2020 Apr 24, 2020	SELL	N/A	-315 Reduced 1.25%	24,798 $374,000
Q4 2019 Feb 10, 2020	BUY	N/A	566 Added 2.31%	25,113 $364,000
Q3 2019 Nov 08, 2019	SELL	N/A	-1,513 Reduced 5.81%	24,547 $346,000
Q1 2019 May 09, 2019	SELL	N/A	-51 Reduced 0.2%	26,060 $323,000
Q4 2018 Feb 01, 2019	BUY	N/A	61 Added 0.23%	26,111 $321,000
Q2 2018 Jul 23, 2018	BUY	N/A	3,029 Added 13.16%	26,050 $313,000
Q1 2018 May 03, 2018	BUY	N/A	3,584 Added 18.44%	23,021 $293,000
Q4 2017 Jan 16, 2018	BUY	N/A	4,106 Added 26.78%	19,437 $243,000
Q3 2017 Oct 18, 2017	BUY	N/A	15,331	15,331 $189,000

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