BWM
BerganKDV Wealth Management’s CryoPort CYRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $86.3K | Sell |
5,000
-501
| -9% | -$8.64K | 0.01% | 319 |
|
|
2023
Q1 | $132K | Buy |
5,501
+500
| +10% | +$12K | 0.01% | 279 |
|
|
2022
Q4 | $86.8K | Hold |
5,001
| – | – | 0.01% | 327 |
|
|
2022
Q3 | $122K | Sell |
5,001
-2,999
| -37% | -$73.2K | 0.01% | 267 |
|
|
2022
Q2 | $248K | Hold |
8,000
| – | – | 0.03% | 228 |
|
|
2022
Q1 | $279K | Buy |
8,000
+1,750
| +28% | +$61K | 0.03% | 222 |
|
|
2021
Q4 | $370K | Buy |
6,250
+1,049
| +20% | +$62.1K | 0.04% | 215 |
|
|
2021
Q3 | $346K | Buy |
5,201
+200
| +4% | +$13.3K | 0.04% | 210 |
|
|
2021
Q2 | $316K | Sell |
5,001
-1,999
| -29% | -$126K | 0.04% | 213 |
|
|
2021
Q1 | $364K | Sell |
7,000
-3,500
| -33% | -$182K | 0.05% | 189 |
|
|
2020
Q4 | $461K | Hold |
10,500
| – | – | 0.06% | 168 |
|
|
2020
Q3 | $498K | Sell |
10,500
-1,045
| -9% | -$49.6K | 0.08% | 151 |
|
|
2020
Q2 | $349K | Hold |
11,545
| – | – | 0.06% | 182 |
|
|
2020
Q1 | $197K | Sell |
11,545
-999
| -8% | -$17K | 0.04% | 206 |
|
|
2019
Q4 | $206K | Buy |
12,544
+1
| +0% | +$16 | 0.04% | 222 |
|
|
2019
Q3 | $205K | Sell |
12,543
-3,000
| -19% | -$49K | 0.04% | 203 |
|
|
2019
Q2 | $285K | Sell |
15,543
-1,000
| -6% | -$18.3K | 0.06% | 177 |
|
|
2019
Q1 | $214K | Sell |
16,543
-2,100
| -11% | -$27.2K | 0.04% | 205 |
|
|
2018
Q4 | $206K | Hold |
18,643
| – | – | 0.05% | 181 |
|
|
2018
Q3 | $239K | Buy |
18,643
+100
| +0.5% | +$1.28K | 0.05% | 191 |
|
|
2018
Q2 | $293K | Sell |
18,543
-1,900
| -9% | -$30K | 0.07% | 159 |
|
|
2018
Q1 | $176K | Sell |
20,443
-4,584
| -18% | -$39.5K | 0.05% | 187 |
|
|
2017
Q4 | $215K | Buy |
25,027
+3,512
| +16% | +$30.2K | 0.05% | 190 |
|
|
2017
Q3 | $212K | Sell |
21,515
-4,235
| -16% | -$41.7K | 0.05% | 186 |
|
|
2017
Q2 | $127K | Buy |
25,750
+15,750
| +158% | +$77.7K | 0.04% | 169 |
|
|
2017
Q1 | $24K | Buy |
+10,000
| New | +$24K | 0.01% | 169 |
|