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
Qts Rlty Tr Inc
Q2 2021 Filed on Aug 10, 2021
208
N/A
Varian Med Sys Inc
Q2 2021 Filed on Aug 10, 2021
81
N/A
DRIV
Global X Fds Global X Autonomo

ETFs
Q2 2021 Filed on Aug 10, 2021
441
$25.55 - $28.58 $11.3K - $12.6K
Aphria Inc
Q2 2021 Filed on Aug 10, 2021
11,950
N/A
Castor Maritime Inc
Q2 2021 Filed on Aug 10, 2021
100
N/A
Systemax Inc
Q2 2021 Filed on Aug 10, 2021
25
N/A
Marvell Technology Group LTD
Q2 2021 Filed on Aug 10, 2021
36
N/A
Vg Acquisition Corp
Q2 2021 Filed on Aug 10, 2021
100
N/A
Iac Interactivecorp New
Q2 2021 Filed on Aug 10, 2021
7
N/A
AIV
Apartment Investment & Management CO

Real Estate
Q2 2021 Filed on Aug 10, 2021
33
$6.2 - $7.69 $205 - $254
Seagate Technology PLC
Q2 2021 Filed on Aug 10, 2021
351
N/A
Tcf Finl Corp
Q2 2021 Filed on Aug 10, 2021
34
N/A
Flir Sys Inc
Q2 2021 Filed on Aug 10, 2021
14
N/A
PCK
Pimco California Municipal Income Fund Ii

Financial Services
Q2 2021 Filed on Aug 10, 2021
1,748
$9.04 - $9.71 $15.8K - $17K
PMX
Pimco Municipal Income Fund Iii

Financial Services
Q2 2021 Filed on Aug 10, 2021
1,769
$11.99 - $13.07 $21.2K - $23.1K
ARR
Armour Residential Reit, Inc.

Real Estate
Q2 2021 Filed on Aug 10, 2021
2
$11.2 - $12.51 $22.4 - $25
Sl Green Rlty Corp
Q1 2021 Filed on May 11, 2021
14
N/A
TUP
Tupperware Brands Corp

Consumer Cyclical
Q1 2021 Filed on May 11, 2021
68
$23.74 - $37.78 $1.61K - $2.57K
NNOX
Nano X Imaging Ltd.

Healthcare
Q1 2021 Filed on May 11, 2021
10
$36.41 - $89.39 $364 - $894
KODK
Eastman Kodak CO

Industrials
Q1 2021 Filed on May 11, 2021
334
$7.6 - $12.08 $2.54K - $4.03K
Wpx Energy Inc
Q1 2021 Filed on May 11, 2021
107
N/A
JAMF
Jamf Holding Corp.

Technology
Q1 2021 Filed on May 11, 2021
100
$29.53 - $40.51 $2.95K - $4.05K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2021 Filed on May 11, 2021
500
$48.23 - $63.6 $24.1K - $31.8K
NWSA
News Corp

Communication Services
Q1 2021 Filed on May 11, 2021
70
$18.16 - $27.3 $1.27K - $1.91K
Wyndham Destinations Inc
Q1 2021 Filed on May 11, 2021
220
N/A
Concho Res Inc
Q1 2021 Filed on May 11, 2021
71
N/A
BOTZ
Global X Fds

ETFs
Q1 2021 Filed on May 11, 2021
100
$31.53 - $36.46 $3.15K - $3.65K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q1 2021 Filed on May 11, 2021
1,117
$21.28 - $24.39 $23.8K - $27.2K
KSS
Kohls Corp

Consumer Cyclical
Q1 2021 Filed on May 11, 2021
153
$38.78 - $62.99 $5.93K - $9.64K
RETA
Reata Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on May 11, 2021
5
$94.25 - $132.81 $471 - $664
Parsley Energy Inc
Q1 2021 Filed on May 11, 2021
43
N/A
Nantkwest Inc
Q1 2021 Filed on May 11, 2021
34
N/A
MRCY
Mercury Systems Inc

Industrials
Q1 2021 Filed on May 11, 2021
4
$61.26 - $85.49 $245 - $342
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
Q1 2021 Filed on May 11, 2021
640
$64.07 - $69.29 $41K - $44.3K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q1 2021 Filed on May 11, 2021
2,740
$81.34 - $87.82 $223K - $241K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2021 Filed on May 11, 2021
629
$21.63 - $21.75 $13.6K - $13.7K
Bristol Myers Squibb CO
Q1 2021 Filed on May 11, 2021
110
N/A
Fs Kkr Cap Corp Ii
Q1 2021 Filed on May 11, 2021
590
N/A
ADT
Adt Inc.

Industrials
Q1 2021 Filed on May 11, 2021
4
$6.87 - $10.25 $27.5 - $41
BLCN
Siren ETF Tr
Q1 2021 Filed on May 11, 2021
400
N/A
CRVL
Corvel Corp

Financial Services
Q1 2021 Filed on May 11, 2021
166
$98.82 - $110.46 $16.4K - $18.3K
NTG
Tortoise Midstream Energy Fund, Inc.

Financial Services
Q1 2021 Filed on May 11, 2021
576
$20.66 - $27.0 $11.9K - $15.6K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2021 Filed on May 11, 2021
315
$146.68 - $172.6 $46.2K - $54.4K
CLDT
Chatham Lodging Trust

Real Estate
Q1 2021 Filed on May 11, 2021
390
$10.46 - $14.67 $4.08K - $5.72K
Allianzgi Dividend Int & Prm
Q1 2021 Filed on May 11, 2021
19,191
N/A
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q1 2021 Filed on May 11, 2021
29,521
$8.6 - $9.32 $254K - $275K
AVNS
Avanos Medical, Inc.

Healthcare
Q1 2021 Filed on May 11, 2021
25
$43.5 - $53.4 $1.09K - $1.34K
VVX
V2 X, Inc.

Industrials
Q1 2021 Filed on May 11, 2021
3
$48.13 - $59.87 $144 - $180
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 11, 2021
61
N/A
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