BWM
BerganKDV Wealth Management’s Axogen AXGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $91.3K | Buy |
+10,000
| New | +$91.3K | 0.01% | 309 |
|
|
2021
Q3 | – | Sell |
-4,062
| Closed | -$88K | – | 1033 |
|
|
2021
Q2 | $88K | Sell |
4,062
-3,000
| -42% | -$65K | 0.01% | 323 |
|
|
2021
Q1 | $143K | Hold |
7,062
| – | – | 0.02% | 267 |
|
|
2020
Q4 | $126K | Hold |
7,062
| – | – | 0.02% | 259 |
|
|
2020
Q3 | $82K | Sell |
7,062
-938
| -12% | -$10.9K | 0.01% | 285 |
|
|
2020
Q2 | $74K | Sell |
8,000
-15,000
| -65% | -$139K | 0.01% | 305 |
|
|
2020
Q1 | $239K | Hold |
23,000
| – | – | 0.05% | 194 |
|
|
2019
Q4 | $411K | Sell |
23,000
-10,000
| -30% | -$179K | 0.07% | 168 |
|
|
2019
Q3 | $412K | Hold |
33,000
| – | – | 0.08% | 148 |
|
|
2019
Q2 | $653K | Buy |
33,000
+8,000
| +32% | +$158K | 0.13% | 118 |
|
|
2019
Q1 | $527K | Buy |
+25,000
| New | +$527K | 0.11% | 131 |
|