Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2019

Aug 12, 2019

SELL
N/A
-1,500 Closed
0 $0
Q4 2018

Feb 01, 2019

SELL
N/A
-4,500 Reduced 75.0%
1,500 $2,000
Q2 2018

Jul 23, 2018

BUY
N/A
6,000 New
6,000 $14,000
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.