BerganKDV Wealth Management’s CryoPort CYRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $86.3K | Sell |
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|
2023
Q1 | $132K | Buy |
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|
2022
Q4 | $86.8K | Hold |
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|
2022
Q3 | $122K | Sell |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $370K | Buy |
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|
2021
Q3 | $346K | Buy |
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|
2021
Q2 | $316K | Sell |
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|
2021
Q1 | $364K | Sell |
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|
2020
Q4 | $461K | Hold |
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|
2020
Q3 | $498K | Sell |
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|
2020
Q2 | $349K | Hold |
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|
2020
Q1 | $197K | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2019
Q3 | $205K | Sell |
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|
2019
Q2 | $285K | Sell |
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|
2019
Q1 | $214K | Sell |
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|
2018
Q4 | $206K | Hold |
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|
2018
Q3 | $239K | Buy |
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|
2018
Q2 | $293K | Sell |
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|
2018
Q1 | $176K | Sell |
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|
2017
Q4 | $215K | Buy |
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|
2017
Q3 | $212K | Sell |
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|
2017
Q2 | $127K | Buy |
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|
2017
Q1 | $24K | Buy |
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