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BerganKDV Wealth Management’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

BerganKDV Wealth Management’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,500
Closed -$13K – 1100
2022
Q3 		$13K Buy
+1,500
New +$13.9K ﹤0.01% 545

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BerganKDV Wealth Management's SLVP Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q4 2022, closing a stake of 1,500 shares — an estimated $13K sold.

BerganKDV Wealth Management first reported a position in SLVP in Q3 2022 and held it in 1 quarter. The position peaked at $13K in Q3 2022. 50 funds tracked by Wall St. Rank hold SLVP as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,500 iShares MSCI Global Silver and Metals Miners ETF shares in Q4 2022, an estimated $13K.
  • BerganKDV Wealth Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $13K in Q3 2022.
  • 50 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.