Bergan Kdv Wealth Management, LLC City Office Reit, Inc. Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 24, 2020	SELL	$7.02 - $14.13 $4,106 - $8,266	-585 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$12.51 - $14.38 $125 - $143	10 Added 1.74%	585 $8,000
Q3 2019 Nov 08, 2019	BUY	$11.99 - $14.43 $131 - $158	11 Added 1.95%	575 $8,000
Q2 2019 Aug 12, 2019	BUY	$10.85 - $12.56 $130 - $150	12 Added 2.17%	564 $7,000
Q1 2019 May 09, 2019	BUY	$10.3 - $12.14 $113 - $133	11 Added 2.03%	552 $6,000
Q4 2018 Feb 01, 2019	BUY	$10.0 - $12.63 $110 - $138	11 Added 2.08%	541 $6,000
Q3 2018 Nov 09, 2018	BUY	$12.09 - $13.13 $120 - $131	10 Added 1.92%	530 $7,000
Q2 2018 Jul 23, 2018	BUY	$11.22 - $12.86 $5,834 - $6,687	520 New	520 $7,000

Others Institutions Holding CIO

# of Institutions

133

Shares Held

25.9M

Call Options Held

56.2K

Put Options Held

272K

About City Office REIT, Inc.

Ticker CIO
Exchange NYSE
Sector Real Estate
Industry REIT—Office
Shares Outstandng 41,572,900
Market Cap $228M
Description
City Office REIT, Inc. (NYSE: CIO) invests in high-quality office properties in 18-hour cities with strong economic fundamentals, primarily in the Southern and Western United States. At September 30, 2020, CIO owned office complexes comprising 5.8 million square feet of net rentable area (?NRA?).

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