Bergan Kdv Wealth Management, LLC ALLIANZGI DIVIDEND INT & PRM Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 11, 2021
SELL
N/A
-19,191 Closed
0 $0
Q4 2020

Feb 04, 2021
SELL
N/A
-4,256 Reduced 18.15%
19,191 $258,000
Q3 2020

Nov 05, 2020
SELL
N/A
-2,638 Reduced 10.11%
23,447 $277,000
Q2 2020

Aug 13, 2020
BUY
N/A
43 Added 0.17%
26,085 $292,000
Q1 2020

Apr 24, 2020
BUY
N/A
7,107 Added 37.53%
26,042 $250,000
Q4 2019

Feb 10, 2020
BUY
N/A
800 Added 4.41%
18,935 $246,000
Q3 2019

Nov 08, 2019
SELL
N/A
-3,093 Reduced 14.57%
18,135 $222,000
Q2 2019

Aug 12, 2019
BUY
N/A
926 Added 4.56%
21,228 $263,000
Q1 2019

May 09, 2019
BUY
N/A
2,016 Added 11.02%
20,302 $245,000
Q4 2018

Feb 01, 2019
SELL
N/A
-1,727 Reduced 8.63%
18,286 $195,000
Q3 2018

Nov 09, 2018
BUY
N/A
911 Added 4.77%
20,013 $262,000
Q2 2018

Jul 23, 2018
BUY
N/A
19,102 New
19,102 $241,000
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