BWM
BerganKDV Wealth Management’s Climb Global Solutions CLMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-42,577
| Closed | -$796K | – | 171 |
|
|
2016
Q4 | $796K | Sell |
42,577
-45,083
| -51% | -$843K | 0.27% | 73 |
|
|
2016
Q3 | $1.56M | Buy |
87,660
+8,300
| +10% | +$147K | 0.54% | 31 |
|
|
2016
Q2 | $1.43M | Buy |
79,360
+14,014
| +21% | +$253K | 0.61% | 38 |
|
|
2016
Q1 | $1.12M | Buy |
+65,346
| New | +$1.12M | 0.67% | 44 |
|