Bergan Kdv Wealth Management, LLC Closed Holding Positions

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
AM
Antero Midstream Corp

Energy
Q3 2019 Filed on Nov 08, 2019
315
$6.68 - $12.09 $2.1K - $3.81K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q3 2019 Filed on Nov 08, 2019
293
$29.81 - $33.14 $8.73K - $9.71K
Harris Corp Del
Q3 2019 Filed on Nov 08, 2019
187
N/A
Rite Aid Corp
Q2 2019 Filed on Aug 12, 2019
200
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 12, 2019
36,007
N/A
Dsw Inc
Q2 2019 Filed on Aug 12, 2019
200
N/A
Mcdermott Intl Inc
Q2 2019 Filed on Aug 12, 2019
250
N/A
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 12, 2019
42
$12.3 - $19.44 $517 - $816
Blackstone Group L P
Q2 2019 Filed on Aug 12, 2019
450
N/A
CYBE
Cyberoptics Corp

Technology
Q2 2019 Filed on Aug 12, 2019
7,500
$14.88 - $19.11 $112K - $143K
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q2 2019 Filed on Aug 12, 2019
100
N/A
Transcanada Corp
Q2 2019 Filed on Aug 12, 2019
3,000
N/A
BLDP
Ballard Power Systems Inc.

Industrials
Q2 2019 Filed on Aug 12, 2019
40
$3.04 - $4.27 $122 - $171
TTSH
Tile Shop Holdings, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 12, 2019
20,000
$3.79 - $5.93 $75.8K - $119K
Famous Daves Amer Inc
Q2 2019 Filed on Aug 12, 2019
25,000
N/A
ITGR
Integer Holdings Corp

Healthcare
Q2 2019 Filed on Aug 12, 2019
2,000
$67.72 - $84.94 $135K - $170K
Spdr Series Trust
Q2 2019 Filed on Aug 12, 2019
28
N/A
Kona Grill Inc
Q2 2019 Filed on Aug 12, 2019
1,000
N/A
ANIP
Ani Pharmaceuticals Inc

Healthcare
Q2 2019 Filed on Aug 12, 2019
2,000
$67.77 - $82.2 $136K - $164K
Penney J C Corp Inc
Q2 2019 Filed on Aug 12, 2019
1,500
N/A
PDCO
Patterson Companies, Inc.

Healthcare
Q2 2019 Filed on Aug 12, 2019
5,000
$21.0 - $24.86 $105K - $124K
MTRN
Materion Corp

Basic Materials
Q2 2019 Filed on Aug 12, 2019
2,500
$56.77 - $70.96 $142K - $177K
Micro Focus International
Q2 2019 Filed on Aug 12, 2019
137
N/A
SRTS
Sensus Healthcare, Inc.

Healthcare
Q2 2019 Filed on Aug 12, 2019
12,500
$4.79 - $6.94 $59.9K - $86.8K
SPWH
Sportsman'S Warehouse Holdings, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 12, 2019
25,000
$3.49 - $5.21 $87.3K - $130K
Glu Mobile Inc
Q2 2019 Filed on Aug 12, 2019
1,000
N/A
FUL
Fuller H B CO

Basic Materials
Q2 2019 Filed on Aug 12, 2019
3,000
$39.43 - $50.8 $118K - $152K
UNIT
Uniti Group Inc.

Real Estate
Q1 2019 Filed on May 09, 2019
490
$8.31 - $19.99 $4.07K - $9.8K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
Q1 2019 Filed on May 09, 2019
18,948
$14.77 - $17.1 $280K - $324K
Fs Bancorp Inc
Q1 2019 Filed on May 09, 2019
277
N/A
Groupe Cgi Inc
Q1 2019 Filed on May 09, 2019
112
N/A
Vectren Corp
Q1 2019 Filed on May 09, 2019
400
N/A
NGG
National Grid PLC

Utilities
Q1 2019 Filed on May 09, 2019
464
$48.75 - $58.93 $22.6K - $27.3K
Wisdomtree Tr
Q1 2019 Filed on May 09, 2019
89
N/A
AHH
Armada Hoffler Properties, Inc.

Real Estate
Q1 2019 Filed on May 09, 2019
1,400
$13.85 - $15.63 $19.4K - $21.9K
WOOD
Ishares Global Timber & Forest
Q1 2019 Filed on May 09, 2019
393
N/A
Thestreet Inc
Q1 2019 Filed on May 09, 2019
750
N/A
MDIV
First Trust Multi Asset Divers

ETFs
Q1 2019 Filed on May 09, 2019
2,609
$16.92 - $18.47 $44.1K - $48.2K
AU
Anglogold Ashanti LTD

Basic Materials
Q1 2019 Filed on May 09, 2019
106
$12.07 - $15.51 $1.28K - $1.64K
Newfield Expl CO
Q1 2019 Filed on May 09, 2019
42
N/A
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q1 2019 Filed on May 09, 2019
100
$25.04 - $28.42 $2.5K - $2.84K
EWH
Ishares Msci Hong Kong ETF

ETFs
Q1 2019 Filed on May 09, 2019
32
$22.01 - $26.21 $704 - $839
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q1 2019 Filed on May 09, 2019
86
$22.92 - $24.6 $1.97K - $2.12K
Shire PLC
Q1 2019 Filed on May 09, 2019
10
N/A
Communications Sys Inc
Q1 2019 Filed on May 09, 2019
1,000
N/A
Ishares Tr
Q4 2018 Filed on Feb 01, 2019
12,994
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 01, 2019
97
N/A
Dell Technologies Inc
Q4 2018 Filed on Feb 01, 2019
71
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 01, 2019
1,020
N/A
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