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
National Oilwell Varco Inc
Q4 2020 Filed on Feb 04, 2021
65
N/A
CUK
Carnival PLC

Consumer Cyclical
Q4 2020 Filed on Feb 04, 2021
21
$10.6 - $20.46 $223 - $430
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 04, 2021
1,637
N/A
IEZ
Ishares Tr

ETFs
Q4 2020 Filed on Feb 04, 2021
19
$6.74 - $12.06 $128 - $229
Ishares Tr
Q4 2020 Filed on Feb 04, 2021
24,423
N/A
ICLN
Ishares

ETFs
Q4 2020 Filed on Feb 04, 2021
16
$19.08 - $28.29 $305 - $453
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q4 2020 Filed on Feb 04, 2021
7
$39.16 - $47.08 $274 - $330
CPA
Copa Holdings, S.A.

Industrials
Q4 2020 Filed on Feb 04, 2021
7
$47.33 - $84.54 $331 - $592
UMC
United Microelectronics Corp

Technology
Q4 2020 Filed on Feb 04, 2021
100
$4.81 - $9.04 $481 - $904
Telefonica Brasil Sa
Q4 2020 Filed on Feb 04, 2021
2,430
N/A
WIMI
Wi Mi Hologram Cloud Inc.

Communication Services
Q4 2020 Filed on Feb 04, 2021
100
$5.03 - $7.06 $503 - $706
FDRR
Fidelity Covington Tr Divid Et

ETFs
Q4 2020 Filed on Feb 04, 2021
33
$31.32 - $36.81 $1.03K - $1.21K
Office Depot Inc
Q3 2020 Filed on Nov 05, 2020
650
N/A
Apache Corp
Q3 2020 Filed on Nov 05, 2020
27
N/A
BYND
Beyond Meat, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 05, 2020
40
$123.32 - $166.06 $4.93K - $6.64K
IDEX
Ideanomics, Inc.

Industrials
Q3 2020 Filed on Nov 05, 2020
400
$0.81 - $1.78 $324 - $712
Cooper Tire & Rubr CO
Q3 2020 Filed on Nov 05, 2020
600
N/A
Crane CO
Q3 2020 Filed on Nov 05, 2020
35
N/A
T Mobile Us Inc
Q3 2020 Filed on Nov 05, 2020
328
N/A
EPI
Wisdomtree Tr India Earnings F

ETFs
Q3 2020 Filed on Nov 05, 2020
451
$20.43 - $24.24 $9.21K - $10.9K
Logmein Inc
Q3 2020 Filed on Nov 05, 2020
582
N/A
HEIA
Heico Crp Cl A
Q3 2020 Filed on Nov 05, 2020
46
N/A
SEIC
Sei Investments CO

Financial Services
Q3 2020 Filed on Nov 05, 2020
28
$49.63 - $58.37 $1.39K - $1.63K
SOXX
Ishares Semiconductor ETF

ETFs
Q3 2020 Filed on Nov 05, 2020
216
$267.4 - $322.4 $57.8K - $69.6K
Acceleron Pharma Inc
Q3 2020 Filed on Nov 05, 2020
7
N/A
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q3 2020 Filed on Nov 05, 2020
646
$66.21 - $69.64 $42.8K - $45K
EMLP
First Tr Exchange Traded Iv

ETFs
Q3 2020 Filed on Nov 05, 2020
1,011
$18.75 - $21.39 $19K - $21.6K
IXP
Ishares Global Comm Services E

ETFs
Q3 2020 Filed on Nov 05, 2020
23
$62.75 - $71.7 $1.44K - $1.65K
IGR
Cbre Global Real Estate Income Fund

Financial Services
Q3 2020 Filed on Nov 05, 2020
500
$5.82 - $6.33 $2.91K - $3.17K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q3 2020 Filed on Nov 05, 2020
499
$14.04 - $14.94 $7.01K - $7.46K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
Q3 2020 Filed on Nov 05, 2020
54,540
$4.8 - $5.12 $262K - $279K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q3 2020 Filed on Nov 05, 2020
255
$41.0 - $46.73 $10.5K - $11.9K
SATS
Echo Star Corp

Technology
Q3 2020 Filed on Nov 05, 2020
90
$24.58 - $31.9 $2.21K - $2.87K
CSII
Cardiovascular Systems Inc

Healthcare
Q3 2020 Filed on Nov 05, 2020
1,000
$27.86 - $39.35 $27.9K - $39.4K
Match Group Inc
Q3 2020 Filed on Nov 05, 2020
5
N/A
Legg Mason Inc
Q3 2020 Filed on Nov 05, 2020
29
N/A
TBBK
Bancorp, Inc.

Financial Services
Q3 2020 Filed on Nov 05, 2020
20,122
$8.07 - $10.69 $162K - $215K
Iac Interactivecorp
Q3 2020 Filed on Nov 05, 2020
11
N/A
WCC
Wesco International Inc

Industrials
Q3 2020 Filed on Nov 05, 2020
25
$32.18 - $48.34 $805 - $1.21K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q3 2020 Filed on Nov 05, 2020
29
$48.82 - $54.53 $1.42K - $1.58K
LFVN
Lifevantage Corp

Consumer Defensive
Q3 2020 Filed on Nov 05, 2020
143
$12.07 - $15.31 $1.73K - $2.19K
UTMD
Utah Medical Products Inc

Healthcare
Q3 2020 Filed on Nov 05, 2020
400
$78.22 - $92.62 $31.3K - $37K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2020 Filed on Nov 05, 2020
64
$50.71 - $55.18 $3.25K - $3.53K
VCR
Vanguard Consumer Discretionar

ETFs
Q3 2020 Filed on Nov 05, 2020
15
$202.32 - $250.9 $3.03K - $3.76K
BLKB
Blackbaud Inc

Technology
Q3 2020 Filed on Nov 05, 2020
21
$53.44 - $66.88 $1.12K - $1.4K
WCN
Waste Connections, Inc.

Industrials
Q3 2020 Filed on Nov 05, 2020
208
$91.75 - $105.0 $19.1K - $21.8K
Yrc Worldwide Inc
Q3 2020 Filed on Nov 05, 2020
5,000
N/A
SFL
Sfl Corp Ltd.

Industrials
Q3 2020 Filed on Nov 05, 2020
5
$7.36 - $9.56 $36.8 - $47.8
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2020 Filed on Nov 05, 2020
197
$44.27 - $51.59 $8.72K - $10.2K
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