BerganKDV Wealth Management’s AptarGroup ATR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | -$10 | – | 880 |
|
|
2023
Q1 | – | Hold |
0
| – | -$9 | – | 1050 |
|
|
2022
Q4 | – | Sell |
-7
| Closed | -$1K | – | 1039 |
|
|
2022
Q3 | $1K | Sell |
7
-10
| -59% | -$1.43K | ﹤0.01% | 857 |
|
|
2022
Q2 | $2K | Sell |
17
-4
| -19% | -$471 | ﹤0.01% | 807 |
|
|
2022
Q1 | $2K | Sell |
21
-1
| -5% | -$95 | ﹤0.01% | 835 |
|
|
2021
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 844 |
|
|
2021
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 804 |
|
|
2021
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 751 |
|
|
2021
Q1 | $3K | Sell |
22
-6
| -21% | -$818 | ﹤0.01% | 721 |
|
|
2020
Q4 | $4K | Buy |
28
+10
| +56% | +$1.43K | ﹤0.01% | 678 |
|
|
2020
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 681 |
|
|
2020
Q2 | $2K | Sell |
18
-18
| -50% | -$2K | ﹤0.01% | 731 |
|
|
2020
Q1 | $4K | Buy |
36
+6
| +20% | +$667 | ﹤0.01% | 596 |
|
|
2019
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 696 |
|