Bergan Kdv Wealth Management, LLC Closed Holding Positions

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
VNO
Vornado Realty Trust

Real Estate
Q1 2023 Filed on Apr 27, 2023
1
$12.96 - $26.33 $13 - $26.3
XRAY
Dentsply Sirona Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
29
$34.74 - $49.25 $1.01K - $1.43K
CIM
Chimera Investment Corp

Real Estate
Q2 2022 Filed on Jul 13, 2022
129
$7.78 - $12.11 $1K - $1.56K
Draftkings Inc
Q2 2022 Filed on Jul 13, 2022
100
N/A
BWX
Spdr Bloomberg International T

ETFs
Q2 2022 Filed on Jul 13, 2022
67
$22.55 - $25.97 $1.51K - $1.74K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
80
$5.37 - $10.54 $430 - $843
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
22
$78.88 - $94.44 $1.74K - $2.08K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q2 2022 Filed on Jul 13, 2022
126
$34.83 - $42.53 $4.39K - $5.36K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
46
$91.63 - $121.36 $4.21K - $5.58K
QS
Quantum Scape Corp

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
14
$8.39 - $21.58 $117 - $302
Invesco Mortgage Capital Inc
Q2 2022 Filed on Jul 13, 2022
548
N/A
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q2 2022 Filed on Jul 13, 2022
40
$93.52 - $125.2 $3.74K - $5.01K
GNR
Spdr S&P Global Natural Resour

ETFs
Q2 2022 Filed on Jul 13, 2022
70
$51.31 - $65.28 $3.59K - $4.57K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
Q2 2022 Filed on Jul 13, 2022
420
$11.17 - $14.59 $4.69K - $6.13K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
Q2 2022 Filed on Jul 13, 2022
1,300
$12.81 - $17.34 $16.7K - $22.5K
TNDM
Tandem Diabetes Care Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
14
$53.22 - $123.09 $745 - $1.72K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
283
$24.0 - $32.91 $6.79K - $9.31K
OPEN
Opendoor Technologies Inc.

Real Estate
Q2 2022 Filed on Jul 13, 2022
25
$4.32 - $9.06 $108 - $227
JWN
Nordstrom Inc

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
414
$20.68 - $29.12 $8.56K - $12.1K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
385
$201.03 - $253.2 $77.4K - $97.5K
RUN
Sunrun Inc.

Technology
Q2 2022 Filed on Jul 13, 2022
21
$17.94 - $33.37 $377 - $701
MUR
Murphy Oil Corp

Energy
Q2 2022 Filed on Jul 13, 2022
35
$30.19 - $45.32 $1.06K - $1.59K
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q2 2022 Filed on Jul 13, 2022
45
$34.63 - $46.83 $1.56K - $2.11K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q2 2022 Filed on Jul 13, 2022
6
$57.67 - $80.77 $346 - $485
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2022 Filed on Jul 13, 2022
4,500
$14.57 - $17.56 $65.6K - $79K
SHLS
Shoals Technologies Group, Inc.

Technology
Q2 2022 Filed on Jul 13, 2022
35
$9.78 - $19.57 $342 - $685
Cerner Corp
Q2 2022 Filed on Jul 13, 2022
6,365
N/A
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q2 2022 Filed on Jul 13, 2022
71
$19.1 - $25.22 $1.36K - $1.79K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q2 2022 Filed on Jul 13, 2022
39
$43.64 - $54.04 $1.7K - $2.11K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
Q2 2022 Filed on Jul 13, 2022
74
$30.8 - $41.67 $2.28K - $3.08K
AZEK
Azek CO Inc.

Industrials
Q2 2022 Filed on Jul 13, 2022
33
$15.79 - $25.76 $521 - $850
LZ
Legalzoom.Com, Inc.

Industrials
Q2 2022 Filed on Jul 13, 2022
29
$10.46 - $15.45 $303 - $448
CFLT
Confluent, Inc.

Technology
Q2 2022 Filed on Jul 13, 2022
51
$17.76 - $43.64 $906 - $2.23K
DV
Double Verify Holdings, Inc.

Technology
Q2 2022 Filed on Jul 13, 2022
18
$18.28 - $26.12 $329 - $470
GLDM
World Gold Trust

ETFs
Q2 2022 Filed on Jul 13, 2022
22
$35.88 - $39.31 $789 - $865
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q2 2022 Filed on Jul 13, 2022
1,108
$50.06 - $50.26 $55.5K - $55.7K
EVBG
Everbridge, Inc.

Technology
Q2 2022 Filed on Jul 13, 2022
10
$27.89 - $51.5 $279 - $515
CVAC
Cure Vac N.V.

Healthcare
Q2 2022 Filed on Jul 13, 2022
26
$13.18 - $19.41 $343 - $505
TSP
Tu Simple Holdings Inc.

Industrials
Q2 2022 Filed on Jul 13, 2022
15
$6.34 - $12.76 $95.1 - $191
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
21
$11.45 - $19.88 $240 - $417
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
3,000
$12.13 - $14.7 $36.4K - $44.1K
UYG
Proshares Ultra Financials

ETFs
Q1 2022 Filed on May 09, 2022
293
$54.0 - $71.5 $15.8K - $20.9K
Sl Green Rlty Corp
Q1 2022 Filed on May 09, 2022
12
N/A
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
1,414
$13.67 - $16.67 $19.3K - $23.6K
VRT
Vertiv Holdings CO

Industrials
Q1 2022 Filed on May 09, 2022
39
$10.05 - $24.38 $392 - $951
AYX
Alteryx, Inc.

Technology
Q1 2022 Filed on May 09, 2022
7
$50.8 - $71.82 $356 - $503
UPST
Upstart Holdings, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
5
$89.34 - $157.99 $447 - $790
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
27
$12.38 - $19.1 $334 - $516
BL
Blackline, Inc.

Technology
Q1 2022 Filed on May 09, 2022
28
$65.77 - $103.04 $1.84K - $2.89K
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