BERGANKDV WEALTH MANAGEMENT, LLC – Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
612,000
portfolio value
BERGANKDV WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.04%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.16% | 29 shares | -39K | 17.98K | |
| Q2 2022 | share | Increase | +0.28% | 51 shares | -127K | 17.95K | |
| Q1 2022 | share | Increase | +3.37% | 583 shares | -7K | 17.90K | |
| Q4 2021 | share | Increase | +23.84% | 3.33K shares | 221K | 17.32K | |
| Q3 2021 | share | Increase | +80.46% | 6.23K shares | 253K | 13.98K | |
| Q2 2021 | share | Increase | +13.63% | 930 shares | 59K | 7.75K | |
| Q1 2021 | share | Increase | +813.25% | 6.07K shares | 226K | 6.82K | |
| Q4 2020 | share | 0.00% | 0 shares | 2K | 747 | ||
| Q3 2020 | share | Increase | 0.00% | 747 shares | 24K | 747 |