BWM
BerganKDV Wealth Management’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $49.1K | Hold |
1,158
| – | – | ﹤0.01% | 379 |
|
|
2023
Q1 | $50.3K | Hold |
1,158
| – | – | 0.01% | 393 |
|
|
2022
Q4 | $77.4K | Hold |
1,158
| – | – | 0.01% | 339 |
|
|
2022
Q3 | $82K | Hold |
1,158
| – | – | 0.01% | 311 |
|
|
2022
Q2 | $85K | Hold |
1,158
| – | – | 0.01% | 318 |
|
|
2022
Q1 | $105K | Hold |
1,158
| – | – | 0.01% | 306 |
|
|
2021
Q4 | $101K | Hold |
1,158
| – | – | 0.01% | 331 |
|
|
2021
Q3 | $93K | Hold |
1,158
| – | – | 0.01% | 330 |
|
|
2021
Q2 | $83K | Hold |
1,158
| – | – | 0.01% | 329 |
|
|
2021
Q1 | $83K | Hold |
1,158
| – | – | 0.01% | 316 |
|
|
2020
Q4 | $65K | Sell |
1,158
-154
| -12% | -$8.64K | 0.01% | 324 |
|
|
2020
Q3 | $50K | Sell |
1,312
-1,851
| -59% | -$70.5K | 0.01% | 337 |
|
|
2020
Q2 | $121K | Sell |
3,163
-21,058
| -87% | -$806K | 0.02% | 263 |
|
|
2020
Q1 | $711K | Buy |
24,221
+2,377
| +11% | +$69.8K | 0.15% | 111 |
|
|
2019
Q4 | $1.57M | Buy |
21,844
+1,353
| +7% | +$97.1K | 0.28% | 86 |
|
|
2019
Q3 | $1.35M | Buy |
20,491
+12,118
| +145% | +$800K | 0.27% | 83 |
|
|
2019
Q2 | $608K | Sell |
8,373
-657
| -7% | -$47.7K | 0.12% | 124 |
|
|
2019
Q1 | $662K | Buy |
9,030
+1,897
| +27% | +$139K | 0.14% | 114 |
|
|
2018
Q4 | $490K | Sell |
7,133
-2,149
| -23% | -$148K | 0.11% | 120 |
|
|
2018
Q3 | $837K | Sell |
9,282
-145
| -2% | -$13.1K | 0.18% | 99 |
|
|
2018
Q2 | $857K | Buy |
+9,427
| New | +$857K | 0.19% | 101 |
|