BerganKDV Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.04M | Buy |
4,933
+376
| +8% | +$79.4K | 0.1% | 131 |
|
|
2023
Q1 | $910K | Buy |
4,557
+841
| +23% | +$168K | 0.09% | 133 |
|
|
2022
Q4 | $493K | Buy |
3,716
+81
| +2% | +$10.7K | 0.05% | 166 |
|
|
2022
Q3 | $523K | Sell |
3,635
-43
| -1% | -$6.19K | 0.06% | 158 |
|
|
2022
Q2 | $607K | Buy |
3,678
+162
| +5% | +$26.7K | 0.07% | 159 |
|
|
2022
Q1 | $747K | Buy |
3,516
+2,991
| +570% | +$635K | 0.08% | 144 |
|
|
2021
Q4 | $133K | Sell |
525
-32
| -6% | -$8.11K | 0.01% | 300 |
|
|
2021
Q3 | $151K | Buy |
557
+157
| +39% | +$42.6K | 0.02% | 273 |
|
|
2021
Q2 | $98K | Buy |
400
+100
| +33% | +$24.5K | 0.01% | 315 |
|
|
2021
Q1 | $64K | Sell |
300
-18
| -6% | -$3.84K | 0.01% | 341 |
|
|
2020
Q4 | $71K | Buy |
318
+221
| +228% | +$49.3K | 0.01% | 313 |
|
|
2020
Q3 | $24K | Sell |
97
-330
| -77% | -$81.6K | ﹤0.01% | 401 |
|
|
2020
Q2 | $80K | Sell |
427
-65
| -13% | -$12.2K | 0.01% | 294 |
|
|
2020
Q1 | $71K | Buy |
492
+348
| +242% | +$50.2K | 0.01% | 282 |
|
|
2019
Q4 | $23K | Buy |
+144
| New | +$23K | ﹤0.01% | 429 |
|