Bergan Kdv Wealth Management, LLC Proshares Short S&P500 New (De Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Proshares Short S&P500 New (De stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,868 shares of SH stock, worth $127,081. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,868

Previous 2,983 3.86%

Holding current value

$127,081

Previous $44,000 11.36%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$13.88 - $15.25 $1,596 - $1,753	-115 Reduced 3.86%	2,868 $39,000
Q1 2023 Apr 27, 2023	SELL	$14.77 - $16.16 $310 - $339	-21 Reduced 0.7%	2,983 $44,000
Q4 2022 Jan 31, 2023	BUY	$15.1 - $17.3 $317 - $363	21 Added 0.7%	3,004 $48,000
Q3 2022 Oct 24, 2022	BUY	$14.46 - $17.28 $2,487 - $2,972	172 Added 6.12%	2,983 $52,000
Q4 2021 Jan 28, 2022	SELL	$13.55 - $15.24 $3,902 - $4,389	-288 Reduced 9.29%	2,811 $38,000
Q3 2021 Nov 12, 2021	BUY	$14.5 - $15.5 $6,641 - $7,099	458 Added 17.34%	3,099 $47,000
Q1 2021 May 11, 2021	BUY	$16.76 - $18.21 $9,821 - $10,671	586 Added 28.52%	2,641 $44,000
Q4 2020 Feb 04, 2021	SELL	$17.97 - $20.76 $24,349 - $28,129	-1,355 Reduced 39.74%	2,055 $37,000
Q3 2020 Nov 05, 2020	BUY	$19.21 - $22.22 $65,506 - $75,770	3,410 New	3,410 $69,000

Others Institutions Holding SH

# of Institutions

Shares Held

6.22M

Call Options Held

4.3K

Put Options Held

100

View Full List

About PROSHARES SHORT S&P500 NEW (DE

Ticker SH
Sector ETFs
Industry ETFs

More about SH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Account

Bergan Kdv Wealth Management, LLC Proshares Short S&P500 New (De Transaction History