BWM
BerganKDV Wealth Management’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.19M | Buy |
+19,000
| New | +$1.19M | 0.12% | 123 |
|
|
2020
Q2 | – | Sell |
-7,000
| Closed | -$270K | – | 984 |
|
|
2020
Q1 | $270K | Sell |
7,000
-3,000
| -30% | -$116K | 0.06% | 185 |
|
|
2019
Q4 | $576K | Hold |
10,000
| – | – | 0.1% | 133 |
|
|
2019
Q3 | $521K | Hold |
10,000
| – | – | 0.1% | 128 |
|
|
2019
Q2 | $509K | Hold |
10,000
| – | – | 0.1% | 137 |
|
|
2019
Q1 | $501K | Buy |
+10,000
| New | +$501K | 0.1% | 133 |
|