Bergan Kdv Wealth Management, LLC Proshares Short Msci Eafe Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Proshares Short Msci Eafe stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,140 shares of EFZ stock, worth $17,806. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,140

Previous 1,625 29.85%

Holding current value

$17,806

Previous $29,000 31.03%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$17.85 - $18.88 $8,657 - $9,156	-485 Reduced 29.85%	1,140 $20,000
Q1 2023 Apr 27, 2023	SELL	$18.25 - $19.85 $1,131 - $1,230	-62 Reduced 3.68%	1,625 $29,000
Q4 2022 Jan 31, 2023	BUY	$19.43 - $23.75 $1,204 - $1,472	62 Added 3.82%	1,687 $33,000
Q3 2022 Oct 24, 2022	BUY	$19.9 - $23.75 $9,651 - $11,518	485 Added 42.54%	1,625 $38,000
Q4 2021 Jan 28, 2022	SELL	$17.54 - $18.7 $2,192 - $2,337	-125 Reduced 9.88%	1,140 $20,000
Q3 2021 Nov 12, 2021	BUY	$17.55 - $18.84 $1,825 - $1,959	104 Added 8.96%	1,265 $23,000
Q4 2020 Feb 04, 2021	BUY	$20.24 - $24.65 $3,218 - $3,919	159 Added 15.87%	1,161 $24,000
Q3 2020 Nov 05, 2020	BUY	$23.08 - $25.05 $23,126 - $25,100	1,002 New	1,002 $24,000

Others Institutions Holding EFZ

# of Institutions

Shares Held

285K

Call Options Held

Put Options Held

View Full List

About PROSHARES SHORT MSCI EAFE

Ticker EFZ
Sector ETFs
Industry ETFs

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Bergan Kdv Wealth Management, LLC Proshares Short Msci Eafe Transaction History