BERGANKDV WEALTH MANAGEMENT, LLC – Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
27.02M
portfolio value
BERGANKDV WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.57%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.26% | 26.64K shares | -1.05M | 533.20K | |
| Q2 2022 | share | Increase | +6.28% | 29.93K shares | -1.01M | 506.56K | |
| Q1 2022 | share | Increase | +1.99% | 9.31K shares | -268K | 476.63K | |
| Q4 2021 | share | Increase | +6.36% | 27.96K shares | 1.82M | 467.31K | |
| Q3 2021 | share | Increase | +951.90% | 397.58K shares | 24.85M | 439.34K | |
| Q2 2021 | share | Decrease | -26.40% | -14.98K shares | -904K | 41.76K | |
| Q1 2021 | share | Decrease | -85.78% | -342.43K shares | -20.79M | 56.75K | |
| Q4 2020 | share | Increase | +3.36% | 12.96K shares | 3.07M | 399.18K | |
| Q3 2020 | share | Increase | +2.99% | 11.22K shares | 1.81M | 386.21K | |
| Q2 2020 | share | Increase | +12.22% | 40.83K shares | 3.82M | 374.99K | |
| Q1 2020 | share | Increase | +12.18% | 36.29K shares | -1.79M | 334.15K | |
| Q4 2019 | share | Decrease | -1.79% | -5.43K shares | 158K | 297.86K | |
| Q3 2019 | share | Increase | +4.21% | 12.25K shares | 185K | 303.29K | |
| Q2 2019 | share | Increase | +8.14% | 21.90K shares | 1.17M | 291.03K | |
| Q1 2019 | share | Increase | 0.00% | 269.13K shares | 15.95M | 269.13K |