BWM
BerganKDV Wealth Management’s Arch Capital ACGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.2M | Sell |
29,403
-93
| -0.3% | -$6.96K | 0.22% | 78 |
|
|
2023
Q1 | $2M | Hold |
29,496
| – | – | 0.21% | 87 |
|
|
2022
Q4 | $1.85M | Sell |
29,496
-6,291
| -18% | -$395K | 0.2% | 95 |
|
|
2022
Q3 | $1.63M | Sell |
35,787
-36
| -0.1% | -$1.64K | 0.2% | 99 |
|
|
2022
Q2 | $1.63M | Hold |
35,823
| – | – | 0.19% | 101 |
|
|
2022
Q1 | $1.74M | Hold |
35,823
| – | – | 0.19% | 100 |
|
|
2021
Q4 | $1.59M | Sell |
35,823
-1,680
| -4% | -$74.7K | 0.17% | 102 |
|
|
2021
Q3 | $1.43M | Buy |
37,503
+214
| +0.6% | +$8.17K | 0.16% | 103 |
|
|
2021
Q2 | $1.45M | Sell |
37,289
-8,371
| -18% | -$326K | 0.17% | 98 |
|
|
2021
Q1 | $1.75M | Buy |
45,660
+45,525
| +33,722% | +$1.75M | 0.23% | 88 |
|
|
2020
Q4 | $5K | Buy |
135
+36
| +36% | +$1.33K | ﹤0.01% | 649 |
|
|
2020
Q3 | $3K | Hold |
99
| – | – | ﹤0.01% | 625 |
|
|
2020
Q2 | $3K | Hold |
99
| – | – | ﹤0.01% | 680 |
|
|
2020
Q1 | $3K | Hold |
99
| – | – | ﹤0.01% | 644 |
|
|
2019
Q4 | $4K | Buy |
+99
| New | +$4K | ﹤0.01% | 639 |
|