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
Aimmune Therapeutics Inc
Q4 2020 Filed on Feb 04, 2021
4
N/A
USM
United States Cellular Corp

Communication Services
Q4 2020 Filed on Feb 04, 2021
20
$28.39 - $32.53 $568 - $651
M
Macy'S, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 04, 2021
100
$5.81 - $12.03 $581 - $1.2K
DGLY
Digital Ally Inc

Industrials
Q4 2020 Filed on Feb 04, 2021
5,000
$2.0 - $3.04 $10K - $15.2K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q4 2020 Filed on Feb 04, 2021
13
$10.36 - $15.83 $135 - $206
NI
Nisource Inc.

Utilities
Q4 2020 Filed on Feb 04, 2021
15
$21.53 - $25.07 $323 - $376
BRX
Brixmor Property Group Inc.

Real Estate
Q4 2020 Filed on Feb 04, 2021
106
$10.83 - $17.12 $1.15K - $1.81K
AEG
Aegon Nv

Financial Services
Q4 2020 Filed on Feb 04, 2021
257
$2.64 - $3.95 $678 - $1.02K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q4 2020 Filed on Feb 04, 2021
1,693
$29.5 - $34.42 $49.9K - $58.3K
SBLK
Star Bulk Carriers Corp.

Industrials
Q4 2020 Filed on Feb 04, 2021
1
$6.15 - $8.96 $6.15 - $8.96
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q4 2020 Filed on Feb 04, 2021
3
$24.45 - $35.4 $73.4 - $106
RKT
Rocket Companies, Inc.

Financial Services
Q4 2020 Filed on Feb 04, 2021
300
$18.23 - $23.58 $5.47K - $7.07K
Reality Shs ETF Tr
Q4 2020 Filed on Feb 04, 2021
400
N/A
Oasis Petroleum Inc
Q4 2020 Filed on Feb 04, 2021
1,000
N/A
BHK
Blackrock Core Bond Trust

Financial Services
Q4 2020 Filed on Feb 04, 2021
25,088
$15.34 - $16.4 $385K - $411K
MYO
Myomo, Inc.

Healthcare
Q4 2020 Filed on Feb 04, 2021
100
$4.34 - $7.86 $434 - $786
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
Q4 2020 Filed on Feb 04, 2021
460
$10.2 - $12.2 $4.69K - $5.61K
GEVO
Gevo, Inc.

Basic Materials
Q4 2020 Filed on Feb 04, 2021
1,000
$0.91 - $4.82 $910 - $4.82K
EMAN
Emagin Corp

Technology
Q4 2020 Filed on Feb 04, 2021
1,000
$1.06 - $1.93 $1.06K - $1.93K
BLNK
Blink Charging Co.

Industrials
Q4 2020 Filed on Feb 04, 2021
200
$7.46 - $49.5 $1.49K - $9.9K
Apartment Invt & Mgmt CO
Q4 2020 Filed on Feb 04, 2021
34
N/A
E Trade Financial Corp
Q4 2020 Filed on Feb 04, 2021
86
N/A
FLR
Fluor Corp

Industrials
Q4 2020 Filed on Feb 04, 2021
1,000
$9.15 - $18.65 $9.15K - $18.7K
GNRC
Generac Holdings Inc.

Industrials
Q4 2020 Filed on Feb 04, 2021
50
$196.16 - $233.2 $9.81K - $11.7K
ELMD
Electromed, Inc.

Healthcare
Q4 2020 Filed on Feb 04, 2021
404
$8.16 - $10.28 $3.3K - $4.15K
Investors Real Estate Tr
Q4 2020 Filed on Feb 04, 2021
370
N/A
SEE
Sealed Air Corp

Consumer Cyclical
Q4 2020 Filed on Feb 04, 2021
27
$39.59 - $46.24 $1.07K - $1.25K
Seattle Genetics Inc
Q4 2020 Filed on Feb 04, 2021
244
N/A
BIOC
Biocept Inc

Healthcare
Q4 2020 Filed on Feb 04, 2021
100
$4.31 - $6.16 $431 - $616
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q4 2020 Filed on Feb 04, 2021
17
$37.27 - $40.78 $634 - $693
AGO
Assured Guaranty LTD

Financial Services
Q4 2020 Filed on Feb 04, 2021
7
$21.94 - $33.34 $154 - $233
X
United States Steel Corp

Basic Materials
Q4 2020 Filed on Feb 04, 2021
43
$7.48 - $19.47 $322 - $837
Vereit Inc
Q4 2020 Filed on Feb 04, 2021
191
N/A
PB
Prosperity Bancshares Inc

Financial Services
Q4 2020 Filed on Feb 04, 2021
21
$51.56 - $70.01 $1.08K - $1.47K
Noble Energy Inc
Q4 2020 Filed on Feb 04, 2021
46
N/A
AVXL
Anavex Life Sciences Corp.

Healthcare
Q4 2020 Filed on Feb 04, 2021
500
$4.01 - $7.58 $2.01K - $3.79K
Gci Liberty Inc
Q4 2020 Filed on Feb 04, 2021
12
N/A
GIL
Gildan Activewear Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 04, 2021
68
$20.17 - $28.22 $1.37K - $1.92K
FOLD
Amicus Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Feb 04, 2021
2
$13.47 - $24.89 $26.9 - $49.8
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q4 2020 Filed on Feb 04, 2021
123
$5.4 - $6.23 $664 - $766
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
Q4 2020 Filed on Feb 04, 2021
2
$42.41 - $50.19 $84.8 - $100
VMC
Vulcan Materials CO

Basic Materials
Q4 2020 Filed on Feb 04, 2021
5
$134.38 - $153.09 $672 - $765
SVM
Silvercorp Metals Inc

Basic Materials
Q4 2020 Filed on Feb 04, 2021
3,000
$5.62 - $8.01 $16.9K - $24K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q4 2020 Filed on Feb 04, 2021
4
$48.8 - $74.68 $195 - $299
LUMO
Lumos Pharma, Inc.

Healthcare
Q4 2020 Filed on Feb 04, 2021
181
$13.61 - $35.91 $2.46K - $6.5K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q4 2020 Filed on Feb 04, 2021
124
$34.72 - $41.61 $4.31K - $5.16K
SINT
Sintx Technologies, Inc.

Healthcare
Q4 2020 Filed on Feb 04, 2021
500
$1.57 - $2.17 $785 - $1.09K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2020 Filed on Feb 04, 2021
10
$53.17 - $62.19 $532 - $622
Sk Telecom LTD
Q4 2020 Filed on Feb 04, 2021
93
N/A
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