BerganKDV Wealth Management’s Crown Holdings CCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4
| Closed | -$348 | – | 901 |
|
|
2023
Q1 | $348 | Sell |
4
-168
| -98% | -$14.6K | ﹤0.01% | 1003 |
|
|
2022
Q4 | $14.2K | Buy |
172
+152
| +760% | +$12.5K | ﹤0.01% | 533 |
|
|
2022
Q3 | $2K | Sell |
20
-200
| -91% | -$20K | ﹤0.01% | 791 |
|
|
2022
Q2 | $20K | Hold |
220
| – | – | ﹤0.01% | 494 |
|
|
2022
Q1 | $28K | Hold |
220
| – | – | ﹤0.01% | 473 |
|
|
2021
Q4 | $24K | Hold |
220
| – | – | ﹤0.01% | 517 |
|
|
2021
Q3 | $22K | Buy |
220
+200
| +1,000% | +$20K | ﹤0.01% | 512 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 796 |
|
|
2021
Q1 | $2K | Sell |
20
-19
| -49% | -$1.9K | ﹤0.01% | 763 |
|
|
2020
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 680 |
|
|
2020
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 633 |
|
|
2020
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 688 |
|
|
2020
Q1 | $2K | Buy |
39
+19
| +95% | +$974 | ﹤0.01% | 722 |
|
|
2019
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 831 |
|