BWM
BerganKDV Wealth Management’s Cal-Maine CALM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-39,544
| Closed | -$1.57M | – | 196 |
|
|
2017
Q2 | $1.57M | Buy |
39,544
+2,501
| +7% | +$99K | 0.44% | 43 |
|
|
2017
Q1 | $1.36M | Buy |
37,043
+1,924
| +5% | +$70.8K | 0.41% | 47 |
|
|
2016
Q4 | $1.55M | Buy |
35,119
+3,185
| +10% | +$141K | 0.52% | 29 |
|
|
2016
Q3 | $1.23M | Buy |
+31,934
| New | +$1.23M | 0.43% | 47 |
|