BWM
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BerganKDV Wealth Management’s Global X Cybersecurity ETF BUG Stock Holding History

BerganKDV Wealth Management’s Portfolio BUG Stock Details BUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-50
Closed -$1K – 1037
2021
Q2 		$1K Buy
+50
New +$1.36K ﹤0.01% 885

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KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BerganKDV Wealth Management's BUG Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of Global X Cybersecurity ETF (BUG) in Q3 2021, closing a stake of 50 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in BUG in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 117 funds tracked by Wall St. Rank hold BUG as of Q3 2021.

  • BerganKDV Wealth Management reported no remaining Global X Cybersecurity ETF position as of Q3 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 50 Global X Cybersecurity ETF shares in Q3 2021, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Global X Cybersecurity ETF in Q2 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's Global X Cybersecurity ETF position peaked at $1K in Q2 2021.
  • 117 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.