Bergan Kdv Wealth Management, LLC Industrial Sector Spdr Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 3,125 shares of XLI stock, worth $475,031. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,125
Previous 3,199 2.31%
Holding current value
$475,031
Previous $323,000 3.72%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$96.85 - $107.32 $7,166 - $7,941
-74 Reduced 2.31%
3,125 $335,000
Q1 2023

Apr 27, 2023
BUY
$96.51 - $103.67 $3,088 - $3,317
32 Added 1.01%
3,199 $323,000
Q4 2022

Jan 31, 2023
BUY
$84.74 - $102.33 $3,559 - $4,297
42 Added 1.34%
3,167 $311,000
Q2 2020

Aug 13, 2020
SELL
$56.34 - $76.29 $15,493 - $20,979
-275 Reduced 8.09%
3,125 $215,000
Q4 2018

Feb 01, 2019
BUY
N/A
275 Added 8.8%
3,400 $219,000
Q4 2017

Jan 16, 2018
SELL
N/A
-237 Reduced 7.05%
3,125 $236,000
Q3 2017

Oct 18, 2017
BUY
N/A
3,362
3,362 $239,000

Others Institutions Holding XLI

# of Institutions
1,656
Shares Held
141M
Call Options Held
36.2M
Put Options Held
33.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email