BerganKDV Wealth Management’s Centerspace CSR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $22.7K | Hold |
370
| – | – | ﹤0.01% | 478 |
|
2023
Q1 | $20.2K | Hold |
370
| – | – | ﹤0.01% | 517 |
|
2022
Q4 | $21.7K | Hold |
370
| – | – | ﹤0.01% | 480 |
|
2022
Q3 | $25K | Hold |
370
| – | – | ﹤0.01% | 461 |
|
2022
Q2 | $30K | Hold |
370
| – | – | ﹤0.01% | 442 |
|
2022
Q1 | $36K | Sell |
370
-33
| -8% | -$3.21K | ﹤0.01% | 432 |
|
2021
Q4 | $45K | Buy |
403
+33
| +9% | +$3.69K | ﹤0.01% | 438 |
|
2021
Q3 | $35K | Hold |
370
| – | – | ﹤0.01% | 445 |
|
2021
Q2 | $29K | Hold |
370
| – | – | ﹤0.01% | 465 |
|
2021
Q1 | $25K | Hold |
370
| – | – | ﹤0.01% | 449 |
|
2020
Q4 | $26K | Hold |
370
| – | – | ﹤0.01% | 429 |
|
2020
Q3 | $24K | Hold |
370
| – | – | ﹤0.01% | 402 |
|
2020
Q2 | $26K | Hold |
370
| – | – | ﹤0.01% | 428 |
|
2020
Q1 | $20K | Hold |
370
| – | – | ﹤0.01% | 419 |
|
2019
Q4 | $27K | Hold |
370
| – | – | ﹤0.01% | 406 |
|
2019
Q3 | $28K | Buy |
+370
| New | +$28K | 0.01% | 389 |
|
2019
Q2 | – | Hold |
0
| – | -$22K | – | 413 |
|
2019
Q1 | – | Hold |
0
| – | -$18K | – | 422 |
|
2018
Q4 | – | Hold |
0
| – | -$27K | – | 405 |
|
2018
Q3 | – | Hold |
0
| – | -$25K | – | 380 |
|
2018
Q2 | – | Hold |
0
| – | – | – | 398 |
|