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
California Res Corp
Q4 2018 Filed on Feb 01, 2019
81
N/A
Anchor Bancorp Wa
Q4 2018 Filed on Feb 01, 2019
950
N/A
Cigna Corporation
Q4 2018 Filed on Feb 01, 2019
4,412
N/A
Andeavor
Q4 2018 Filed on Feb 01, 2019
376
N/A
Av Homes Inc
Q4 2018 Filed on Feb 01, 2019
2,946
N/A
Ca Inc
Q4 2018 Filed on Feb 01, 2019
600
N/A
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q4 2018 Filed on Feb 01, 2019
1,087
N/A
Supervalu Inc
Q4 2018 Filed on Feb 01, 2019
170
N/A
KGC
Kinross Gold Corp

Basic Materials
Q4 2018 Filed on Feb 01, 2019
849
$2.43 - $3.3 $2.06K - $2.8K
Express Scripts Hldg CO
Q4 2018 Filed on Feb 01, 2019
3,987
N/A
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q4 2018 Filed on Feb 01, 2019
23,458
$9.44 - $13.5 $221K - $317K
LCI
Lannett CO Inc

Healthcare
Q4 2018 Filed on Feb 01, 2019
900
$3.43 - $6.19 $3.09K - $5.57K
Enbridge Energy Partners L P
Q4 2018 Filed on Feb 01, 2019
1,000
N/A
TMF
Direxion Daily 20+ Yr Tsy Bull

ETFs
Q4 2018 Filed on Feb 01, 2019
385
$15.21 - $19.4 $5.86K - $7.47K
Investors Real Estate Tr
Q4 2018 Filed on Feb 01, 2019
4,541
N/A
WT
Wisdomtree, Inc.
Q4 2018 Filed on Feb 01, 2019
0
N/A
Tortoise Energy Infra Corp
Q3 2018 Filed on Nov 09, 2018
1,200
N/A
Dr Pepper Snapple Group Inc
Q3 2018 Filed on Nov 09, 2018
100
N/A
Arconic Inc
Q3 2018 Filed on Nov 09, 2018
956
N/A
Validus Holdings LTD
Q3 2018 Filed on Nov 09, 2018
110
N/A
Precision Therapeutics Inc
Q3 2018 Filed on Nov 09, 2018
1
N/A
ADNT
Adient PLC

Consumer Cyclical
Q3 2018 Filed on Nov 09, 2018
8
$39.31 - $50.72 $314 - $406
SHLDQ
Sears Holdings

Consumer Cyclical
Q3 2018 Filed on Nov 09, 2018
30
N/A
Abraxas Pete Corp
Q3 2018 Filed on Nov 09, 2018
2,000
N/A
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q3 2018 Filed on Nov 09, 2018
200
$14.86 - $21.23 $2.97K - $4.25K
Ggp Inc
Q3 2018 Filed on Nov 09, 2018
150
N/A
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q3 2018 Filed on Nov 09, 2018
200
$21.06 - $25.65 $4.21K - $5.13K
GVI
Ishares Tr

ETFs
Q3 2018 Filed on Nov 09, 2018
291
$107.11 - $108.07 $31.2K - $31.4K
LE
Lands' End, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 09, 2018
27
$17.15 - $28.05 $463 - $757
MTDR
Matador Resources CO

Energy
Q3 2018 Filed on Nov 09, 2018
100
$29.21 - $33.53 $2.92K - $3.35K
Quality Care Pptys Inc
Q3 2018 Filed on Nov 09, 2018
16
N/A
Gramercy Ppty Tr
Q3 2018 Filed on Nov 09, 2018
207
N/A
SHAK
Shake Shack Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 09, 2018
100
$55.8 - $68.61 $5.58K - $6.86K
Diplomat Pharmacy Inc
Q3 2018 Filed on Nov 09, 2018
300
N/A
Valeant Pharmaceuticals Intl
Q3 2018 Filed on Nov 09, 2018
1,000
N/A
VRIG
Invesco Actively Managed ETF F

ETFs
Q3 2018 Filed on Nov 09, 2018
5,211
$25.07 - $25.17 $131K - $131K
Tcf Finl Corp
Q3 2018 Filed on Nov 09, 2018
52
N/A
EXK
Endeavour Silver Corp

Basic Materials
Q3 2018 Filed on Nov 09, 2018
1,000
$2.09 - $3.31 $2.09K - $3.31K
CGC
Canopy Growth Corp

Healthcare
Q3 2018 Filed on Nov 09, 2018
200
$24.31 - $52.74 $4.86K - $10.5K
KEMQ
Kraneshares Tr Emerging Mkts C

ETFs
Q3 2018 Filed on Nov 09, 2018
380
N/A
Halyard Health Inc
Q3 2018 Filed on Nov 09, 2018
25
N/A
EFG
Msci Eafe Growth ETF

ETFs
Q3 2018 Filed on Nov 09, 2018
9
$77.44 - $81.34 $697 - $732
CAF
Morgan Stanley China A Share Fund, Inc.

Financial Services
Q3 2018 Filed on Nov 09, 2018
245
$20.3 - $22.82 $4.97K - $5.59K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q3 2018 Filed on Nov 09, 2018
870
$50.18 - $50.34 $43.7K - $43.8K
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 23, 2018
14,327
N/A
PFL
Pimco Income Strategy Fund

Financial Services
Q2 2018 Filed on Jul 23, 2018
21,639
$11.62 - $12.48 $251K - $270K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
Q2 2018 Filed on Jul 23, 2018
25,638
$8.9 - $9.73 $228K - $249K
Ntt Docomo Inc
Q2 2018 Filed on Jul 23, 2018
67,114
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 23, 2018
40,167
N/A
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