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
EPP
Ishares Inc

ETFs
Q1 2022 Filed on May 09, 2022
127
$44.96 - $49.95 $5.71K - $6.34K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q1 2022 Filed on May 09, 2022
300
$59.66 - $78.49 $17.9K - $23.5K
CERT
Certara, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
62
$17.89 - $28.73 $1.11K - $1.78K
USCI
United States Commodity Index Funds Trust

ETFs
Q1 2022 Filed on May 09, 2022
239
$26.4 - $29.9 $6.31K - $7.15K
KN
Knowles Corp

Technology
Q1 2022 Filed on May 09, 2022
250
$20.84 - $23.59 $5.21K - $5.9K
World Gold Tr
Q1 2022 Filed on May 09, 2022
759
N/A
FSM
Fortuna Silver Mines Inc

Basic Materials
Q4 2021 Filed on Jan 28, 2022
5,001
$3.06 - $5.25 $15.3K - $26.3K
VIV
Telefonica Brasil S.A.

Communication Services
Q4 2021 Filed on Jan 28, 2022
2,430
$7.75 - $9.29 $18.8K - $22.6K
MAXN
Maxeon Solar Technologies, Ltd.

Technology
Q4 2021 Filed on Jan 28, 2022
25
$13.88 - $25.33 $347 - $633
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q4 2021 Filed on Jan 28, 2022
45
$31.08 - $31.92 $1.4K - $1.44K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q4 2021 Filed on Jan 28, 2022
59
$28.27 - $30.05 $1.67K - $1.77K
Vereit Inc
Q4 2021 Filed on Jan 28, 2022
38
N/A
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
53
$46.21 - $73.43 $2.45K - $3.89K
CBSH
Commerce Bancshares Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
2
$65.25 - $71.2 $131 - $142
Ishares Tr
Q4 2021 Filed on Jan 28, 2022
61,274
N/A
SAGE
Sage Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
41
$37.06 - $47.11 $1.52K - $1.93K
EOLS
Evolus, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
275
$5.37 - $8.38 $1.48K - $2.3K
Zynga Inc
Q4 2021 Filed on Jan 28, 2022
21
N/A
VRM
Vroom, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
17
$10.2 - $22.84 $173 - $388
Federal Rlty Invt Tr
Q4 2021 Filed on Jan 28, 2022
94
N/A
HST
Host Hotels & Resorts, Inc.

Real Estate
Q4 2021 Filed on Jan 28, 2022
14
$15.36 - $18.38 $215 - $257
VALE
Vale S.A.

Basic Materials
Q4 2021 Filed on Jan 28, 2022
111
$11.27 - $14.78 $1.25K - $1.64K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 28, 2022
498
N/A
KBE
Spdr S&P Bank ETF

ETFs
Q4 2021 Filed on Jan 28, 2022
500
$51.57 - $57.89 $25.8K - $28.9K
CTT
Catch Mark Timber Trust, Inc.

Real Estate
Q4 2021 Filed on Jan 28, 2022
487
$7.21 - $12.36 $3.51K - $6.02K
CMPS
Compass Pathways PLC

Healthcare
Q4 2021 Filed on Jan 28, 2022
26
$21.81 - $48.96 $567 - $1.27K
Coresite Rlty Corp
Q4 2021 Filed on Jan 28, 2022
194
N/A
BLUE
Bluebird Bio, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
9
$8.96 - $16.31 $80.6 - $147
Thimble Point Acquisition CO
Q4 2021 Filed on Jan 28, 2022
1,000
N/A
HCM
Hutchmed (China) LTD

Healthcare
Q4 2021 Filed on Jan 28, 2022
68
$28.89 - $35.33 $1.96K - $2.4K
NVAX
Novavax Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
2
$134.56 - $217.97 $269 - $436
CNI
Canadian National Railway CO

Industrials
Q4 2021 Filed on Jan 28, 2022
26
$116.15 - $135.53 $3.02K - $3.52K
BIDU
Baidu, Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
30
$136.3 - $180.96 $4.09K - $5.43K
STAA
Staar Surgical CO

Healthcare
Q4 2021 Filed on Jan 28, 2022
100
$88.02 - $127.79 $8.8K - $12.8K
GRFS
Grifols Sa

Healthcare
Q4 2021 Filed on Jan 28, 2022
84
$10.21 - $15.27 $858 - $1.28K
CLNE
Clean Energy Fuels Corp.

Energy
Q4 2021 Filed on Jan 28, 2022
750
$6.03 - $9.54 $4.52K - $7.15K
AHCO
Adapt Health Corp.

Healthcare
Q4 2021 Filed on Jan 28, 2022
500
$18.47 - $27.25 $9.24K - $13.6K
Columbia Ppty Tr Inc
Q4 2021 Filed on Jan 28, 2022
908
N/A
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q4 2021 Filed on Jan 28, 2022
800
$5.27 - $7.23 $4.22K - $5.78K
GBCI
Glacier Bancorp, Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
63
$53.04 - $59.85 $3.34K - $3.77K
EVGO
E Vgo Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
4,000
$7.65 - $19.23 $30.6K - $76.9K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
69
N/A
CEVA
Ceva Inc

Technology
Q4 2021 Filed on Jan 28, 2022
100
$40.99 - $50.4 $4.1K - $5.04K
CRNC
Cerence Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
100
$69.2 - $112.96 $6.92K - $11.3K
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
200
$3.45 - $6.89 $690 - $1.38K
GNLN
Greenlane Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
30
$18.14 - $50.0 $544 - $1.5K
KMPR
Kemper Corp

Financial Services
Q4 2021 Filed on Jan 28, 2022
41
$52.5 - $70.56 $2.15K - $2.89K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
10
$35.0 - $45.94 $350 - $459
Meredith Corp
Q4 2021 Filed on Jan 28, 2022
200
N/A
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