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
Suntrust Bks Inc
Q4 2019 Filed on Feb 10, 2020
637
N/A
DBL
Double Line Opportunistic Credit Fund

Financial Services
Q4 2019 Filed on Feb 10, 2020
533
$20.32 - $21.15 $10.8K - $11.3K
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Feb 10, 2020
1,024
N/A
Teekay Lng Partners L P
Q4 2019 Filed on Feb 10, 2020
533
N/A
LAB
Standard Biotools Inc.

Healthcare
Q4 2019 Filed on Feb 10, 2020
25,000
$2.3 - $5.12 $57.5K - $128K
Pareteum Corp
Q4 2019 Filed on Feb 10, 2020
50,000
N/A
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2019 Filed on Feb 10, 2020
1,585
$47.94 - $48.82 $76K - $77.4K
Cypress Energy Partners LP
Q4 2019 Filed on Feb 10, 2020
1,273
N/A
Buckeye Partners L P
Q4 2019 Filed on Feb 10, 2020
420
N/A
IGN
Ishares Tr North Amern Tech Mu

ETFs
Q4 2019 Filed on Feb 10, 2020
335
N/A
FOR
Forestar Group Inc.

Real Estate
Q4 2019 Filed on Feb 10, 2020
200
$17.68 - $21.44 $3.54K - $4.29K
TCMD
Tactile Systems Technology Inc

Healthcare
Q4 2019 Filed on Feb 10, 2020
2,531
$41.39 - $70.99 $105K - $180K
AIRG
Airgain Inc

Technology
Q4 2019 Filed on Feb 10, 2020
10,000
$8.66 - $11.4 $86.6K - $114K
EFL
Eaton Vance Floating Rate 2022 Target Term Trust

N/A
Q4 2019 Filed on Feb 10, 2020
2,785
$9.09 - $9.47 $25.3K - $26.4K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
65
$69.21 - $87.68 $4.5K - $5.7K
Cbs Corp New
Q4 2019 Filed on Feb 10, 2020
21
N/A
Bb&T Corp
Q4 2019 Filed on Feb 10, 2020
537
N/A
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q4 2019 Filed on Feb 10, 2020
1,474
$14.0 - $14.38 $20.6K - $21.2K
Ishares Tr
Q4 2019 Filed on Feb 10, 2020
27,731
N/A
USRT
Ishares Core U.S. Reit ETF

ETFs
Q4 2019 Filed on Feb 10, 2020
3,051
$52.69 - $56.7 $161K - $173K
Chesapeake Energy Corp
Q4 2019 Filed on Feb 10, 2020
127
N/A
IHTA
Invesco High Income 2024 Target Term Fund

N/A
Q4 2019 Filed on Feb 10, 2020
765
$10.3 - $10.68 $7.88K - $8.17K
VOX
Vanguard Communication Service

ETFs
Q4 2019 Filed on Feb 10, 2020
217
$84.78 - $94.87 $18.4K - $20.6K
Carlyle Group L P
Q4 2019 Filed on Feb 10, 2020
100
N/A
FTSL
First Trust Senior Ln Fund

ETFs
Q4 2019 Filed on Feb 10, 2020
850
$46.95 - $48.0 $39.9K - $40.8K
FPL
First Trust New Opportunities Mlp & Energy Fund

Financial Services
Q4 2019 Filed on Feb 10, 2020
1,094
$8.22 - $9.45 $8.99K - $10.3K
First Tr Sr Floating Rate 20
Q4 2019 Filed on Feb 10, 2020
5,251
N/A
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
Q4 2019 Filed on Feb 10, 2020
1,817
$11.03 - $11.54 $20K - $21K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q4 2019 Filed on Feb 10, 2020
1,433
$21.26 - $22.51 $30.5K - $32.3K
Celgene Corp
Q4 2019 Filed on Feb 10, 2020
110
N/A
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
Q4 2019 Filed on Feb 10, 2020
1,283
$23.3 - $25.31 $29.9K - $32.5K
Hcp Inc
Q4 2019 Filed on Feb 10, 2020
52,336
N/A
WEA
Western Asset Premier Bond Fund

Financial Services
Q4 2019 Filed on Feb 10, 2020
2,199
$14.02 - $14.73 $30.8K - $32.4K
LABU
Direxion Daily S&P Biotech Bul

ETFs
Q3 2019 Filed on Nov 08, 2019
90
$618.0 - $828.0 $55.6K - $74.5K
IYG
Ishares Tr

ETFs
Q3 2019 Filed on Nov 08, 2019
650
$45.33 - $46.53 $29.5K - $30.2K
LVHD
Franklin U.S. Low Volatility H

ETFs
Q3 2019 Filed on Nov 08, 2019
400
$33.03 - $33.59 $13.2K - $13.4K
Hi Crush Inc
Q3 2019 Filed on Nov 08, 2019
3,189
N/A
Northern Oil & Gas Inc Nev
Q3 2019 Filed on Nov 08, 2019
5,990
N/A
MASI
Masimo Corp

Healthcare
Q3 2019 Filed on Nov 08, 2019
100
$145.61 - $159.87 $14.6K - $16K
PWC
Invesco Exchange Traded Fd Tr
Q3 2019 Filed on Nov 08, 2019
75
N/A
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2019 Filed on Nov 08, 2019
4,931
$90.65 - $95.92 $447K - $473K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q3 2019 Filed on Nov 08, 2019
250
$37.13 - $38.85 $9.28K - $9.71K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q3 2019 Filed on Nov 08, 2019
1,000
$25.37 - $27.34 $25.4K - $27.3K
CDNA
Care Dx, Inc.

Healthcare
Q3 2019 Filed on Nov 08, 2019
10,000
$20.03 - $40.08 $200K - $401K
LDOS
Leidos Holdings, Inc.

Technology
Q3 2019 Filed on Nov 08, 2019
350
$78.98 - $88.82 $27.6K - $31.1K
IHE
Ishares Tr

ETFs
Q3 2019 Filed on Nov 08, 2019
131
$137.34 - $153.9 $18K - $20.2K
BEP
Brookfield Renewable Partners L.P.

Utilities
Q3 2019 Filed on Nov 08, 2019
800
$18.6 - $21.65 $14.9K - $17.3K
Andeavor Logistics LP
Q3 2019 Filed on Nov 08, 2019
100
N/A
HQY
Healthequity, Inc.

Healthcare
Q3 2019 Filed on Nov 08, 2019
400
$55.4 - $81.98 $22.2K - $32.8K
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