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
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2020 Filed on Aug 13, 2020
400
$73.26 - $114.17 $29.3K - $45.7K
OVV
Ovintiv Inc.

Energy
Q2 2020 Filed on Aug 13, 2020
22
$2.66 - $11.9 $58.5 - $262
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
35
$1.38 - $26.2 $48.3 - $917
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q2 2020 Filed on Aug 13, 2020
255
$151.58 - $208.58 $38.7K - $53.2K
XSMO
Invesco S&P Smallcap Momentum

ETFs
Q2 2020 Filed on Aug 13, 2020
550
$26.56 - $38.21 $14.6K - $21K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 13, 2020
700
N/A
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q2 2020 Filed on Aug 13, 2020
400
$95.45 - $125.89 $38.2K - $50.4K
PSCC
Invesco S&P Smallcap Consumer

ETFs
Q2 2020 Filed on Aug 13, 2020
49
$60.0 - $77.8 $2.94K - $3.81K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q2 2020 Filed on Aug 13, 2020
241
$40.37 - $47.5 $9.73K - $11.4K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q2 2020 Filed on Aug 13, 2020
608
$4.26 - $9.72 $2.59K - $5.91K
AYI
Acuity Brands Inc

Industrials
Q2 2020 Filed on Aug 13, 2020
12
$74.49 - $114.83 $894 - $1.38K
Raytheon CO
Q2 2020 Filed on Aug 13, 2020
5,146
N/A
CNQ
Canadian Natural Resources LTD

Energy
Q2 2020 Filed on Aug 13, 2020
115
$11.93 - $21.91 $1.37K - $2.52K
Aurora Cannabis Inc
Q2 2020 Filed on Aug 13, 2020
16,188
N/A
CUBE
Cube Smart

Real Estate
Q2 2020 Filed on Aug 13, 2020
20
$23.48 - $29.54 $470 - $591
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
17
$17.78 - $41.55 $302 - $706
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q2 2020 Filed on Aug 13, 2020
923
$22.75 - $26.8 $21K - $24.7K
SJR
Shaw Communications Inc

Communication Services
Q2 2020 Filed on Aug 13, 2020
198
$15.41 - $18.27 $3.05K - $3.62K
ICUI
Icu Medical Inc

Healthcare
Q2 2020 Filed on Aug 13, 2020
8
$172.31 - $230.89 $1.38K - $1.85K
SNY
Sanofi

Healthcare
Q2 2020 Filed on Aug 13, 2020
87
$42.91 - $52.5 $3.73K - $4.57K
SU
Suncor Energy Inc

Energy
Q2 2020 Filed on Aug 13, 2020
109
$14.31 - $21.28 $1.56K - $2.32K
LEA
Lear Corp

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
13
$70.96 - $125.91 $922 - $1.64K
VCEL
Vericel Corp

Healthcare
Q2 2020 Filed on Aug 13, 2020
16,900
$8.5 - $15.82 $144K - $267K
LII
Lennox International Inc

Industrials
Q2 2020 Filed on Aug 13, 2020
2
$170.72 - $237.99 $341 - $476
LSI
Life Storage, Inc.

Real Estate
Q2 2020 Filed on Aug 13, 2020
23
$55.79 - $69.57 $1.28K - $1.6K
CUZ
Cousins Properties Inc

Real Estate
Q2 2020 Filed on Aug 13, 2020
112
$24.33 - $36.11 $2.72K - $4.04K
Barclays Bank PLC
Q2 2020 Filed on Aug 13, 2020
2,750
N/A
COHR
Ii Vi Inc

Technology
Q2 2020 Filed on Aug 13, 2020
16
$93.2 - $156.22 $1.49K - $2.5K
AMCX
Amc Networks Inc.

Communication Services
Q2 2020 Filed on Aug 13, 2020
9
$20.58 - $34.23 $185 - $308
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
96
$35.06 - $43.77 $3.37K - $4.2K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
Q2 2020 Filed on Aug 13, 2020
12
$15.53 - $31.39 $186 - $377
KIE
Spdr S&P Insurance ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
67
$23.09 - $31.12 $1.55K - $2.09K
MFG
Mizuho Financial Group Inc

Financial Services
Q2 2020 Filed on Aug 13, 2020
1,216
$2.16 - $2.7 $2.63K - $3.28K
AN
Autonation, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
10
$24.59 - $43.62 $246 - $436
China Telecom Corp LTD
Q2 2020 Filed on Aug 13, 2020
84
N/A
China Mobile Limited
Q2 2020 Filed on Aug 13, 2020
80
N/A
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
13
$91.1 - $136.34 $1.18K - $1.77K
IGV
Ishares Expanded Tech Software

ETFs
Q2 2020 Filed on Aug 13, 2020
175
$197.94 - $284.25 $34.6K - $49.7K
PVH
Pvh Corp.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
300
$30.99 - $69.46 $9.3K - $20.8K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
Q2 2020 Filed on Aug 13, 2020
88
$72.98 - $83.63 $6.42K - $7.36K
LFUS
Littelfuse Inc

Technology
Q2 2020 Filed on Aug 13, 2020
4
$121.39 - $182.35 $486 - $729
MSGS
Madison Square Garden Sports Corp.

Communication Services
Q2 2020 Filed on Aug 13, 2020
3
$145.35 - $182.44 $436 - $547
SRC
Spirit Realty Capital, Inc.

Real Estate
Q2 2020 Filed on Aug 13, 2020
73
$22.25 - $39.94 $1.62K - $2.92K
RRC
Range Resources Corp

Energy
Q2 2020 Filed on Aug 13, 2020
207
$2.27 - $8.03 $470 - $1.66K
TCBI
Texas Capital Bancshares Inc

Financial Services
Q2 2020 Filed on Aug 13, 2020
13
$20.45 - $37.56 $266 - $488
KEY
Keycorp

Financial Services
Q2 2020 Filed on Aug 13, 2020
124
$9.07 - $15.21 $1.12K - $1.89K
CVET
Covetrus, Inc.

Healthcare
Q2 2020 Filed on Aug 13, 2020
60
$6.46 - $19.27 $388 - $1.16K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q2 2020 Filed on Aug 13, 2020
300
$10.43 - $24.95 $3.13K - $7.49K
STWD
Starwood Property Trust, Inc.

Real Estate
Q2 2020 Filed on Aug 13, 2020
98
$9.28 - $17.31 $909 - $1.7K
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