BERGANKDV WEALTH MANAGEMENT, LLC – Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
674,000
portfolio value
BERGANKDV WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.35%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.80% | 2.31K shares | 17K | 23.76K | |
| Q2 2022 | share | Increase | +0.80% | 171 shares | -109K | 21.44K | |
| Q1 2022 | share | Increase | +3.25% | 669 shares | 5K | 21.27K | |
| Q4 2021 | share | Increase | +19.99% | 3.43K shares | 138K | 20.60K | |
| Q3 2021 | share | Increase | +74.82% | 7.35K shares | 267K | 17.17K | |
| Q2 2021 | share | Increase | +16.11% | 1.36K shares | 65K | 9.82K | |
| Q1 2021 | share | Increase | +1063.69% | 7.73K shares | 269K | 8.46K | |
| Q4 2020 | share | 0.00% | 0 shares | 3K | 727 | ||
| Q3 2020 | share | Increase | 0.00% | 727 shares | 19K | 727 |