BerganKDV Wealth Management’s Badger Meter BMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $59K | Hold |
400
| – | – | 0.01% | 360 |
|
|
2023
Q1 | $48.7K | Hold |
400
| – | – | 0.01% | 398 |
|
|
2022
Q4 | $43.6K | Hold |
400
| – | – | ﹤0.01% | 388 |
|
|
2022
Q3 | $37K | Hold |
400
| – | – | ﹤0.01% | 404 |
|
|
2022
Q2 | $32K | Buy |
+400
| New | +$32K | ﹤0.01% | 436 |
|
|
2022
Q1 | – | Sell |
-400
| Closed | -$43K | – | 1000 |
|
|
2021
Q4 | $43K | Hold |
400
| – | – | ﹤0.01% | 445 |
|
|
2021
Q3 | $40K | Buy |
+400
| New | +$40K | ﹤0.01% | 430 |
|