BerganKDV Wealth Management’s AdvanSix ASIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $12.9K | Hold |
370
| – | – | ﹤0.01% | 530 |
|
|
2023
Q1 | $14.2K | Hold |
370
| – | – | ﹤0.01% | 553 |
|
|
2022
Q4 | $14.1K | Hold |
370
| – | – | ﹤0.01% | 537 |
|
|
2022
Q3 | $12K | Hold |
370
| – | – | ﹤0.01% | 547 |
|
|
2022
Q2 | $12K | Buy |
+370
| New | +$12K | ﹤0.01% | 554 |
|
|
2018
Q4 | – | Sell |
-9
| Closed | – | – | 694 |
|
|
2018
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 615 |
|
|
2018
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 642 |
|