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
SSO
Proshares Ultra S&P 500

ETFs
Q3 2020 Filed on Nov 05, 2020
100
$31.67 - $41.83 $3.17K - $4.18K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q3 2020 Filed on Nov 05, 2020
642
$87.94 - $94.21 $56.5K - $60.5K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q3 2020 Filed on Nov 05, 2020
1,177
$26.72 - $28.26 $31.4K - $33.3K
REX
Rex American Resources Corp

Basic Materials
Q3 2020 Filed on Nov 05, 2020
909
$59.73 - $79.75 $54.3K - $72.5K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
1,400
$9.63 - $15.08 $13.5K - $21.1K
GDDY
Go Daddy Inc.

Technology
Q3 2020 Filed on Nov 05, 2020
157
$66.97 - $85.23 $10.5K - $13.4K
ITA
Ishares Tr

ETFs
Q3 2020 Filed on Nov 05, 2020
283
$77.31 - $86.07 $21.9K - $24.4K
TDC
Teradata Corp

Technology
Q3 2020 Filed on Nov 05, 2020
34
$19.32 - $24.84 $657 - $845
Santander Consumer Usa Hdg I
Q3 2020 Filed on Nov 05, 2020
112
N/A
MPLX
Mplx LP

Energy
Q3 2020 Filed on Nov 05, 2020
648
$15.74 - $20.02 $10.2K - $13K
RYAAY
Ryanair Holdings PLC

Industrials
Q3 2020 Filed on Nov 05, 2020
48
$64.06 - $87.69 $3.07K - $4.21K
KEX
Kirby Corp

Industrials
Q3 2020 Filed on Nov 05, 2020
31
$35.93 - $51.18 $1.11K - $1.59K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q3 2020 Filed on Nov 05, 2020
42
$96.16 - $135.15 $4.04K - $5.68K
EWJ
Ishares Msci Japan ETF

ETFs
Q3 2020 Filed on Nov 05, 2020
827
$54.33 - $59.58 $44.9K - $49.3K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q3 2020 Filed on Nov 05, 2020
131
$46.15 - $48.99 $6.05K - $6.42K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
Q3 2020 Filed on Nov 05, 2020
7,888
$19.64 - $21.02 $155K - $166K
IAK
Ishares Tr

ETFs
Q3 2020 Filed on Nov 05, 2020
829
$52.53 - $60.22 $43.5K - $49.9K
NG
Novagold Resources Inc

Basic Materials
Q3 2020 Filed on Nov 05, 2020
400
$8.16 - $11.89 $3.26K - $4.76K
IIM
Invesco Value Municipal Income Trust

Financial Services
Q3 2020 Filed on Nov 05, 2020
200
$14.4 - $15.42 $2.88K - $3.08K
CXW
Core Civic, Inc.

Real Estate
Q3 2020 Filed on Nov 05, 2020
378
$8.0 - $10.05 $3.02K - $3.8K
Aon PLC
Q2 2020 Filed on Aug 13, 2020
16
N/A
SWCH
Switch, Inc.

Technology
Q2 2020 Filed on Aug 13, 2020
82
$14.09 - $19.11 $1.16K - $1.57K
MCHI
Ishares Msci China ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
50
$55.21 - $66.92 $2.76K - $3.35K
Allergan PLC
Q2 2020 Filed on Aug 13, 2020
44
N/A
XMMO
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 13, 2020
2,113
$45.9 - $61.96 $97K - $131K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q2 2020 Filed on Aug 13, 2020
53
$44.01 - $63.03 $2.33K - $3.34K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2020 Filed on Aug 13, 2020
23
$55.36 - $81.72 $1.27K - $1.88K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q2 2020 Filed on Aug 13, 2020
237
$11.06 - $15.42 $2.62K - $3.65K
BG
Bungeltd

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
32
$34.2 - $43.81 $1.09K - $1.4K
ARD
Ardagh Group S.A.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
34
N/A
United Technologies Corp
Q2 2020 Filed on Aug 13, 2020
7,729
N/A
VAW
Vanguard Materials ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
130
$90.68 - $129.33 $11.8K - $16.8K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q2 2020 Filed on Aug 13, 2020
203
$29.18 - $49.58 $5.92K - $10.1K
CSGS
Csg Systems International Inc

Technology
Q2 2020 Filed on Aug 13, 2020
200
$40.56 - $50.51 $8.11K - $10.1K
DK
Delek Us Holdings, Inc.

Energy
Q2 2020 Filed on Aug 13, 2020
65
$13.93 - $23.77 $905 - $1.55K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q2 2020 Filed on Aug 13, 2020
147
$16.54 - $23.54 $2.43K - $3.46K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q2 2020 Filed on Aug 13, 2020
30
$15.51 - $25.17 $465 - $755
ESPR
Esperion Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Aug 13, 2020
200
$30.04 - $51.31 $6.01K - $10.3K
RYU
Invesco S&P 500 Equal Weight U

ETFs
Q2 2020 Filed on Aug 13, 2020
118
$82.54 - $100.97 $9.74K - $11.9K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q2 2020 Filed on Aug 13, 2020
52
$31.04 - $71.82 $1.61K - $3.73K
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
24
$11.01 - $17.98 $264 - $432
Sprint Corporation
Q2 2020 Filed on Aug 13, 2020
500
N/A
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q2 2020 Filed on Aug 13, 2020
200
$55.67 - $76.65 $11.1K - $15.3K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2020 Filed on Aug 13, 2020
407
$101.08 - $131.0 $41.1K - $53.3K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q2 2020 Filed on Aug 13, 2020
246
$39.39 - $43.83 $9.69K - $10.8K
RIG
Transocean Ltd.

Energy
Q2 2020 Filed on Aug 13, 2020
72
$0.84 - $3.75 $60.5 - $270
INFY
Infosys LTD

Technology
Q2 2020 Filed on Aug 13, 2020
3,590
$7.56 - $9.66 $27.1K - $34.7K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
35
$34.36 - $47.4 $1.2K - $1.66K
KIM
Kimco Realty Corp

Real Estate
Q2 2020 Filed on Aug 13, 2020
668
$7.75 - $15.69 $5.18K - $10.5K
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