BerganKDV Wealth Management’s Cardiovascular Systems, Inc. CSII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$32K | – | 1033 |
|
|
2020
Q2 | $32K | Hold |
1,000
| – | – | 0.01% | 405 |
|
|
2020
Q1 | $35K | Hold |
1,000
| – | – | 0.01% | 366 |
|
|
2019
Q4 | $49K | Sell |
1,000
-4,000
| -80% | -$196K | 0.01% | 351 |
|
|
2019
Q3 | $238K | Hold |
5,000
| – | – | 0.05% | 190 |
|
|
2019
Q2 | $215K | Buy |
5,000
+1,000
| +25% | +$43K | 0.04% | 205 |
|
|
2019
Q1 | $155K | Buy |
+4,000
| New | +$155K | 0.03% | 228 |
|