BWM
BerganKDV Wealth Management’s AtriCure ATRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $148K | Buy |
+3,000
| New | +$148K | 0.01% | 252 |
|
|
2020
Q2 | – | Sell |
-10,000
| Closed | -$336K | – | 956 |
|
|
2020
Q1 | $336K | Hold |
10,000
| – | – | 0.07% | 167 |
|
|
2019
Q4 | $325K | Hold |
10,000
| – | – | 0.06% | 187 |
|
|
2019
Q3 | $249K | Hold |
10,000
| – | – | 0.05% | 183 |
|
|
2019
Q2 | $298K | Hold |
10,000
| – | – | 0.06% | 174 |
|
|
2019
Q1 | $268K | Buy |
+10,000
| New | +$268K | 0.05% | 173 |
|