BerganKDV Wealth Management’s Bank of Hawaii BOH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18
| Closed | -$955 | – | 893 |
|
|
2023
Q1 | $955 | Sell |
18
-6
| -25% | -$318 | ﹤0.01% | 907 |
|
|
2022
Q4 | $1.89K | Sell |
24
-8
| -25% | -$629 | ﹤0.01% | 808 |
|
|
2022
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 788 |
|
|
2022
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 809 |
|
|
2022
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 788 |
|
|
2021
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 847 |
|
|
2021
Q3 | $3K | Buy |
32
+1
| +3% | +$94 | ﹤0.01% | 806 |
|
|
2021
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 753 |
|
|
2021
Q1 | $3K | Hold |
31
| – | – | ﹤0.01% | 723 |
|
|
2020
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 761 |
|
|
2020
Q3 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 686 |
|