BerganKDV Wealth Management’s Cowen Inc. Class A Common Stock COWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-250
| Closed | -$9.66K | – | 1136 |
|
2022
Q4 | $9.66K | Hold |
250
| – | – | ﹤0.01% | 578 |
|
2022
Q3 | $10K | Hold |
250
| – | – | ﹤0.01% | 581 |
|
2022
Q2 | $6K | Hold |
250
| – | – | ﹤0.01% | 686 |
|
2022
Q1 | $7K | Hold |
250
| – | – | ﹤0.01% | 678 |
|
2021
Q4 | $9K | Hold |
250
| – | – | ﹤0.01% | 687 |
|
2021
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 668 |
|
2021
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 618 |
|
2021
Q1 | $9K | Hold |
250
| – | – | ﹤0.01% | 600 |
|
2020
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 648 |
|
2020
Q3 | $4K | Hold |
250
| – | – | ﹤0.01% | 623 |
|
2020
Q2 | $4K | Hold |
250
| – | – | ﹤0.01% | 679 |
|
2020
Q1 | $2K | Hold |
250
| – | – | ﹤0.01% | 774 |
|
2019
Q4 | $4K | Hold |
250
| – | – | ﹤0.01% | 690 |
|
2019
Q3 | $4K | Hold |
250
| – | – | ﹤0.01% | 595 |
|
2019
Q2 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 626 |
|