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
FNB
Fnb Corp

Financial Services
Q4 2021 Filed on Jan 28, 2022
27
$11.45 - $12.76 $309 - $345
UAL
United Airlines Holdings, Inc.

Industrials
Q4 2021 Filed on Jan 28, 2022
5
$39.06 - $53.11 $195 - $266
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2021 Filed on Jan 28, 2022
2,500
$9.23 - $9.94 $23.1K - $24.9K
MAC
Macerich CO

Real Estate
Q4 2021 Filed on Jan 28, 2022
1,360
$15.87 - $22.21 $21.6K - $30.2K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 28, 2022
32
N/A
INSM
Insmed Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
500
$25.89 - $33.45 $12.9K - $16.7K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
3
$77.28 - $99.42 $232 - $298
CCJ
Cameco Corp

Energy
Q3 2021 Filed on Nov 12, 2021
300
$15.63 - $24.73 $4.69K - $7.42K
EQC
Equity Commonwealth

Real Estate
Q3 2021 Filed on Nov 12, 2021
37
$25.57 - $27.15 $946 - $1K
AXNX
Axonics, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
75
$59.21 - $78.66 $4.44K - $5.9K
Brookfield Property Partrs L
Q3 2021 Filed on Nov 12, 2021
18
N/A
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
100
$14.47 - $18.66 $1.45K - $1.87K
Grace W R & CO Del New
Q3 2021 Filed on Nov 12, 2021
19
N/A
FOXA
Fox Corp

Communication Services
Q3 2021 Filed on Nov 12, 2021
20
$34.72 - $40.25 $694 - $805
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Nov 12, 2021
8
N/A
AMX
America Movil Sab De Cv

Communication Services
Q3 2021 Filed on Nov 12, 2021
55
$14.64 - $19.56 $805 - $1.08K
Cimarex Energy CO
Q3 2021 Filed on Nov 12, 2021
34
N/A
Royal Dutch Shell PLC
Q3 2021 Filed on Nov 12, 2021
10
N/A
CG
Carlyle Group Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
35
$43.71 - $51.07 $1.53K - $1.79K
AUY
Yamana Gold Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
100
$3.85 - $4.62 $385 - $462
General Electric CO
Q3 2021 Filed on Nov 12, 2021
38,327
N/A
PXJ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
5,180
$14.75 - $20.05 $76.4K - $104K
GUT
Gabelli Utility Trust

Financial Services
Q3 2021 Filed on Nov 12, 2021
29,031
$7.58 - $8.28 $220K - $240K
FUBO
Fubo Tv Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
100
$22.89 - $31.82 $2.29K - $3.18K
CC
Chemours CO

Basic Materials
Q3 2021 Filed on Nov 12, 2021
20
$27.01 - $35.54 $540 - $711
CHGG
Chegg, Inc

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
100
$67.96 - $89.9 $6.8K - $8.99K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
9
$15.78 - $24.77 $142 - $223
NICE
Nice Ltd.

Technology
Q3 2021 Filed on Nov 12, 2021
5
$250.48 - $300.96 $1.25K - $1.5K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
800
$4.02 - $4.43 $3.22K - $3.54K
Tortoise Acquisition Corp Ii
Q3 2021 Filed on Nov 12, 2021
100
N/A
PCRX
Pacira Bio Sciences, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
14
$54.64 - $61.3 $765 - $858
Maxim Integrated Prods Inc
Q3 2021 Filed on Nov 12, 2021
79
N/A
LADR
Ladder Capital Corp

Real Estate
Q3 2021 Filed on Nov 12, 2021
830
$10.75 - $11.65 $8.92K - $9.67K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
44
$29.84 - $54.22 $1.31K - $2.39K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
Q3 2021 Filed on Nov 12, 2021
10,044
$13.11 - $14.07 $132K - $141K
ESTC
Elastic N.V.

Technology
Q3 2021 Filed on Nov 12, 2021
50
$138.84 - $171.49 $6.94K - $8.57K
GIC
Global Industrial CO

Industrials
Q3 2021 Filed on Nov 12, 2021
25
$34.61 - $40.1 $865 - $1K
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
Q3 2021 Filed on Nov 12, 2021
7,700
$17.76 - $22.84 $137K - $176K
CTRM
Castor Maritime Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
10
$1.87 - $2.74 $18.7 - $27.4
TDF
Templeton Dragon Fund Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,000
$17.69 - $23.63 $17.7K - $23.6K
FUND
Sprott Focus Trust Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
3,016
$7.95 - $8.56 $24K - $25.8K
Slack Technologies Inc
Q3 2021 Filed on Nov 12, 2021
6
N/A
SKLZ
Skillz Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
22
$9.82 - $20.39 $216 - $449
BUG
Global X Fds Cybersecurity ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
50
$28.84 - $33.28 $1.44K - $1.66K
ENR
Energizer Holdings, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
3
$37.15 - $43.21 $111 - $130
VRTV
Veritiv Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
1
$56.86 - $95.93 $56.9 - $95.9
HNI
Hni Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
1,000
$35.78 - $44.22 $35.8K - $44.2K
INVH
Invitation Homes Inc.

Real Estate
Q2 2021 Filed on Aug 10, 2021
300
$32.35 - $37.95 $9.71K - $11.4K
Gold Tr
Q2 2021 Filed on Aug 10, 2021
26,702
N/A
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