Skip to main content

BerganKDV Wealth Management, LLC

SEC CIK
0001660203
Latest filing
Jul 24, 2023

ETR holding history

Entergy Corp in every 13F filed by BerganKDV Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ETR overviewAll 13F holders of ETRFull Q2 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of ETR by BerganKDV Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−355−100.0%Sold outHolders
Q1 2023355$38.2K<0.1%+327+1,167.9%AddedHolders
Q4 202228$3.20K<0.1%00.0%UnchangedHolders
Q3 202228$3.00K<0.1%−47−62.7%ReducedHolders
Q2 202275$8.00K<0.1%00.0%UnchangedHolders
Q1 202275$9.00K<0.1%00.0%UnchangedHolders
Q4 202175$8.00K<0.1%00.0%UnchangedHolders
Q3 202175$7.00K<0.1%+1+1.4%AddedHolders
Q2 202174$7.00K<0.1%00.0%UnchangedHolders
Q1 202174$7.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.