BWM
CIO
BerganKDV Wealth Management’s City Office REIT CIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-585
| Closed | -$8K | – | 930 |
|
|
2019
Q4 | $8K | Buy |
585
+10
| +2% | +$137 | ﹤0.01% | 544 |
|
|
2019
Q3 | $8K | Buy |
+575
| New | +$8K | ﹤0.01% | 519 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 549 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 570 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 530 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 521 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 536 |
|