BERGANKDV WEALTH MANAGEMENT, LLC – Discover Financial Services Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$3.53M
portfolio value
BERGANKDV WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.87%
quarter
Discover Financial Services 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.60% | 2.74K shares | 118K | $90.92 | 38.89K |
| Q2 2022 | share | Increase | +0.56% | 200 shares | -543K | $94.58 | 36.14K |
| Q1 2022 | share | Increase | +6.88% | 2.31K shares | 75K | $110.19 | 35.94K |
| Q4 2021 | share | Decrease | -3.55% | -1.23K shares | -397K | $115.83 | 33.63K |
| Q3 2021 | share | Increase | +0.02% | 7 shares | 159K | $122.34 | 34.86K |
| Q2 2021 | share | Increase | +4.74% | 1.57K shares | 963K | $117.34 | 34.85K |
| Q1 2021 | share | Increase | +6.42% | 2.00K shares | 330K | $93.87 | 33.28K |
| Q4 2020 | share | Increase | +2.70% | 823 shares | 1.07M | $89.03 | 31.27K |
| Q3 2020 | share | Increase | +11.31% | 3.09K shares | 389K | $56.5 | 30.45K |
| Q2 2020 | share | Increase | +10.84% | 2.67K shares | 490K | $48.56 | 27.35K |
| Q1 2020 | share | Increase | +28.73% | 5.50K shares | -746K | $34.21 | 24.68K |
| Q4 2019 | share | Increase | +2.83% | 527 shares | 114K | $80.88 | 19.17K |
| Q3 2019 | share | Increase | +17.06% | 2.71K shares | 276K | $76.92 | 18.64K |
| Q2 2019 | share | Increase | +15.19% | 2.1K shares | 252K | $73.19 | 15.92K |
| Q1 2019 | share | Increase | +11.17% | 1.39K shares | 250K | $66.78 | 13.82K |
| Q4 2018 | share | Increase | +7.10% | 825 shares | -154K | $55.04 | 12.43K |
| Q3 2018 | share | Decrease | -10.34% | -1.34K shares | -24K | $70.93 | 11.61K |
| Q2 2018 | share | Increase | +4.73% | 585 shares | 22K | $65 | 12.95K |
| Q1 2018 | share | Increase | 0.00% | 12.36K shares | 890K | $66.1 | 12.36K |