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
ATER
Aterian, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
100
$2.14 - $4.21 $214 - $421
PRLB
Proto Labs Inc

Industrials
Q1 2022 Filed on May 09, 2022
10
$46.58 - $59.4 $466 - $594
Xilinx Inc
Q1 2022 Filed on May 09, 2022
349
N/A
HEI
Heico Corp

Industrials
Q1 2022 Filed on May 09, 2022
28
$135.21 - $155.09 $3.79K - $4.34K
TRN
Trinity Industries Inc

Industrials
Q1 2022 Filed on May 09, 2022
8
$27.57 - $35.32 $221 - $283
CLVS
Clovis Oncology, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
50
$1.43 - $3.14 $71.5 - $157
TYL
Tyler Technologies Inc

Technology
Q1 2022 Filed on May 09, 2022
10
$391.52 - $523.85 $3.92K - $5.24K
National Instrs Corp
Q1 2022 Filed on May 09, 2022
38
N/A
OEF
Ishares S&P 100 ETF

ETFs
Q1 2022 Filed on May 09, 2022
66
$190.9 - $221.63 $12.6K - $14.6K
WSO
Watsco Inc

Industrials
Q1 2022 Filed on May 09, 2022
179
$256.28 - $311.32 $45.9K - $55.7K
Bhp Group PLC
Q1 2022 Filed on May 09, 2022
53
N/A
ROM
Proshares Ultra Technology

ETFs
Q1 2022 Filed on May 09, 2022
250
$38.79 - $64.38 $9.7K - $16.1K
Ihs Markit LTD
Q1 2022 Filed on May 09, 2022
90
N/A
BCE
Bce Inc

Communication Services
Q1 2022 Filed on May 09, 2022
2,529
$51.4 - $55.91 $130K - $141K
Kirkland Lake Gold LTD
Q1 2022 Filed on May 09, 2022
245
N/A
BMO
Bank Of Montreal

Financial Services
Q1 2022 Filed on May 09, 2022
75
$108.89 - $122.34 $8.17K - $9.18K
Hollyfrontier Corp
Q1 2022 Filed on May 09, 2022
41
N/A
MGRC
Mcgrath Rentcorp

Industrials
Q1 2022 Filed on May 09, 2022
7,124
$71.48 - $88.32 $509K - $629K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2022 Filed on May 09, 2022
262
$97.08 - $107.22 $25.4K - $28.1K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2022 Filed on May 09, 2022
190
$119.16 - $140.17 $22.6K - $26.6K
QLD
Proshares Ultra Qqq

ETFs
Q1 2022 Filed on May 09, 2022
220
$55.72 - $90.87 $12.3K - $20K
PML
Pimco Municipal Income Fund Ii

Financial Services
Q1 2022 Filed on May 09, 2022
2,900
$11.2 - $14.55 $32.5K - $42.2K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
Q1 2022 Filed on May 09, 2022
55
N/A
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
1,219
$11.45 - $13.17 $14K - $16.1K
BIB
Proshares Trust Proshares Ul

ETFs
Q1 2022 Filed on May 09, 2022
229
$52.52 - $82.31 $12K - $18.8K
PAYC
Paycom Software, Inc.

Technology
Q1 2022 Filed on May 09, 2022
11
$294.58 - $404.94 $3.24K - $4.45K
CIG
Energy CO Of Minas Gerais

Utilities
Q1 2022 Filed on May 09, 2022
127
$2.16 - $3.22 $274 - $409
ADPT
Adaptive Biotechnologies Corp

Healthcare
Q1 2022 Filed on May 09, 2022
18
$10.12 - $28.9 $182 - $520
ONTO
Onto Innovation Inc.

Technology
Q1 2022 Filed on May 09, 2022
75
$73.98 - $105.96 $5.55K - $7.95K
OGS
One Gas, Inc.

Utilities
Q1 2022 Filed on May 09, 2022
41
$74.31 - $88.87 $3.05K - $3.64K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q1 2022 Filed on May 09, 2022
281
$37.79 - $49.76 $10.6K - $14K
TWOU
2 U, Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
46
$9.03 - $20.93 $415 - $963
PSLV
Sprott Physical Silver Trust

Financial Services
Q1 2022 Filed on May 09, 2022
375
$7.64 - $9.18 $2.87K - $3.44K
RXI
Ishares Tr

ETFs
Q1 2022 Filed on May 09, 2022
40
$139.65 - $181.19 $5.59K - $7.25K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 09, 2022
544
$44.64 - $55.71 $24.3K - $30.3K
DNN
Denison Mines Corp.

Energy
Q1 2022 Filed on May 09, 2022
5,000
$1.1 - $1.76 $5.5K - $8.8K
TSVT
2seventy Bio, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
3
$11.67 - $26.72 $35 - $80.2
FOUR
Shift4 Payments, Inc.

Technology
Q1 2022 Filed on May 09, 2022
9
$39.85 - $65.5 $359 - $590
MCI
Barings Corporate Investors

Financial Services
Q1 2022 Filed on May 09, 2022
928
$14.41 - $16.75 $13.4K - $15.5K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q1 2022 Filed on May 09, 2022
278
$67.01 - $78.78 $18.6K - $21.9K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q1 2022 Filed on May 09, 2022
154
$14.68 - $18.13 $2.26K - $2.79K
AVLR
Avalara, Inc.

Technology
Q1 2022 Filed on May 09, 2022
16
$75.84 - $126.71 $1.21K - $2.03K
OSH
Oak Street Health, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
39
$14.82 - $34.51 $578 - $1.35K
ENSG
Ensign Group, Inc

Healthcare
Q1 2022 Filed on May 09, 2022
18
$70.96 - $90.01 $1.28K - $1.62K
FSR
Fisker Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
200
$10.18 - $17.38 $2.04K - $3.48K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
Q1 2022 Filed on May 09, 2022
187
$50.68 - $55.74 $9.48K - $10.4K
PSFE
Paysafe LTD

Technology
Q1 2022 Filed on May 09, 2022
135
$2.73 - $4.05 $369 - $547
SGFY
Signify Health, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
33
$11.42 - $18.39 $377 - $607
WEN
Wendy'S CO

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
195
$20.94 - $24.07 $4.08K - $4.69K
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