Bergan Kdv Wealth Management, LLC Spdr Nuveen Bloomberg High Yie Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 15,916 shares of HYMB stock, worth $407,449. This represents 0.04% of its overall portfolio holdings.

Number of Shares

15,916

Previous 16,163 1.53%

Holding current value

$407,449

Previous $404,000 1.49%

% of portfolio

0.04%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$24.33 - $25.33 $6,009 - $6,256	-247 Reduced 1.53%	15,916 $398,000
Q1 2023 Apr 27, 2023	BUY	$24.5 - $50.38 $320,852 - $659,776	13,096 Added 427.0%	16,163 $404,000
Q4 2022 Jan 31, 2023	SELL	$23.44 - $50.65 $105,901 - $228,836	-4,518 Reduced 59.56%	3,067 $150,000
Q3 2022 Oct 24, 2022	SELL	$23.96 - $26.61 $4,887 - $5,428	-204 Reduced 2.62%	7,585 $363,000
Q2 2022 Jul 13, 2022	SELL	$24.46 - $27.54 $7,729 - $8,702	-316 Reduced 3.9%	7,789 $400,000
Q1 2022 May 09, 2022	BUY	$27.51 - $30.04 $10,921 - $11,925	397 Added 5.15%	8,105 $447,000
Q4 2021 Jan 28, 2022	BUY	$29.68 - $30.1 $39,296 - $39,852	1,324 Added 20.74%	7,708 $463,000
Q3 2021 Nov 12, 2021	BUY	$29.98 - $30.58 $20,686 - $21,100	690 Added 12.12%	6,384 $383,000
Q2 2021 Aug 10, 2021	SELL	$29.57 - $30.41 $1,212 - $1,246	-41 Reduced 0.71%	5,694 $346,000
Q1 2021 May 11, 2021	BUY	$29.35 - $30.12 $14,498 - $14,879	494 Added 9.43%	5,735 $340,000
Q4 2020 Feb 04, 2021	BUY	$28.28 - $29.5 $2,997 - $3,127	106 Added 2.06%	5,241 $309,000
Q3 2020 Nov 05, 2020	BUY	$28.09 - $28.75 $1,067 - $1,092	38 Added 0.75%	5,135 $292,000
Q2 2020 Aug 13, 2020	SELL	$26.11 - $28.18 $6,475 - $6,988	-248 Reduced 4.64%	5,097 $287,000
Q1 2020 Apr 24, 2020	BUY	$21.48 - $30.58 $17,098 - $24,341	796 Added 17.5%	5,345 $292,000
Q4 2019 Feb 10, 2020	BUY	$29.33 - $29.7 $11,262 - $11,404	384 Added 9.22%	4,549 $268,000
Q3 2019 Nov 08, 2019	SELL	$29.33 - $29.71 $1,671 - $1,693	-57 Reduced 1.35%	4,165 $247,000
Q2 2019 Aug 12, 2019	BUY	N/A	1,162 Added 37.97%	4,222 $247,000
Q1 2019 May 09, 2019	BUY	N/A	1,028 Added 50.59%	3,060 $176,000
Q4 2018 Feb 01, 2019	SELL	N/A	-2,188 Reduced 51.85%	2,032 $114,000
Q3 2018 Nov 09, 2018	SELL	N/A	-1,416 Reduced 25.12%	4,220 $237,000
Q2 2018 Jul 23, 2018	BUY	N/A	382 Added 7.27%	5,636 $318,000
Q1 2018 May 03, 2018	BUY	N/A	1,224 Added 30.37%	5,254 $293,000
Q4 2017 Jan 16, 2018	BUY	N/A	218 Added 5.72%	4,030 $224,000
Q3 2017 Oct 18, 2017	BUY	N/A	3,812	3,812 $218,000

Others Institutions Holding HYMB

# of Institutions

407

Shares Held

82.1M

Call Options Held

400

Put Options Held

8.9K

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
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Bergan Kdv Wealth Management, LLC Spdr Nuveen Bloomberg High Yie Transaction History