BerganKDV Wealth Management’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.72K | Hold |
240
| – | – | ﹤0.01% | 574 |
|
|
2023
Q1 | $8.78K | Hold |
240
| – | – | ﹤0.01% | 622 |
|
|
2022
Q4 | $8.25K | Hold |
240
| – | – | ﹤0.01% | 606 |
|
|
2022
Q3 | $8K | Hold |
240
| – | – | ﹤0.01% | 596 |
|
|
2022
Q2 | $10K | Hold |
240
| – | – | ﹤0.01% | 586 |
|
|
2022
Q1 | $11K | Hold |
240
| – | – | ﹤0.01% | 595 |
|
|
2021
Q4 | $12K | Hold |
240
| – | – | ﹤0.01% | 631 |
|
|
2021
Q3 | $12K | Hold |
240
| – | – | ﹤0.01% | 603 |
|
|
2021
Q2 | $11K | Hold |
240
| – | – | ﹤0.01% | 586 |
|
|
2021
Q1 | $10K | Hold |
240
| – | – | ﹤0.01% | 572 |
|
|
2020
Q4 | $8K | Hold |
240
| – | – | ﹤0.01% | 590 |
|
|
2020
Q3 | $6K | Hold |
240
| – | – | ﹤0.01% | 559 |
|
|
2020
Q2 | $7K | Hold |
240
| – | – | ﹤0.01% | 576 |
|
|
2020
Q1 | $4K | Hold |
240
| – | – | ﹤0.01% | 594 |
|
|
2019
Q4 | $7K | Hold |
240
| – | – | ﹤0.01% | 554 |
|
|
2019
Q3 | $7K | Buy |
+240
| New | +$7K | ﹤0.01% | 524 |
|
|
2019
Q2 | – | Hold |
0
| – | -$7K | – | 547 |
|
|
2019
Q1 | – | Hold |
0
| – | -$7K | – | 559 |
|
|
2018
Q4 | – | Hold |
0
| – | -$7K | – | 513 |
|
|
2018
Q3 | – | Hold |
0
| – | -$7K | – | 520 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 535 |
|