BerganKDV Wealth Management’s Crown Holdings CCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4	Closed	-$348	–	899
2023 Q1	$348	Sell	4 -168	-98%	-$14.2K	﹤0.01%	1003
2022 Q4	$14.2K	Buy	172 +152	+760%	+$12.1K	﹤0.01%	533
2022 Q3	$2K	Sell	20 -200	-91%	-$18.6K	﹤0.01%	792
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%	+$21K	﹤0.01%	512
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	796
2021 Q1	$2K	Sell	20 -19	-49%	-$1.83K	﹤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%	+$1.32K	﹤0.01%	722
2019 Q4	$1K	Buy	+20	New	+$1.43K	﹤0.01%	831