Bergan Kdv Wealth Management, LLC Energy Sector Spdr Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,227 shares of XLE stock, worth $108,454. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,227

Previous 1,393 11.92%

Holding current value

$108,454

Previous $115,000 13.91%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$76.59 - $87.23 $12,713 - $14,480	-166 Reduced 11.92%	1,227 $99,000
Q1 2023 Apr 27, 2023	BUY	$76.97 - $93.11 $17,010 - $20,577	221 Added 18.86%	1,393 $115,000
Q4 2022 Jan 31, 2023	BUY	$76.09 - $94.08 $2,510 - $3,104	33 Added 2.9%	1,172 $102,000
Q2 2022 Jul 13, 2022	BUY	$70.66 - $92.28 $77,160 - $100,769	1,092 Added 2323.4%	1,139 $81,000
Q4 2021 Jan 28, 2022	SELL	$53.01 - $59.14 $795 - $887	-15 Reduced 24.19%	47 $3,000
Q3 2021 Nov 12, 2021	BUY	$45.79 - $54.81 $2,838 - $3,398	62 New	62 $3,000
Q3 2020 Nov 05, 2020	SELL	$29.95 - $38.58 $21,354 - $27,507	-713 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$27.62 - $46.86 $16,682 - $28,303	604 Added 554.13%	713 $27,000
Q4 2018 Feb 01, 2019	BUY	N/A	109 New	109 $6,000
Q3 2018 Nov 09, 2018	SELL	N/A	-16 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	N/A	16 New	16 $1,000

Others Institutions Holding XLE

# of Institutions

2,028

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Bergan Kdv Wealth Management, LLC Energy Sector Spdr Transaction History