BerganKDV Wealth Management’s NTT DOCOMO, Inc. DCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-67,114
| Closed | -$1.72M | – | 660 |
|
|
2018
Q1 | $1.72M | Buy |
67,114
+1,249
| +2% | +$31.9K | 0.47% | 40 |
|
|
2017
Q4 | $1.57M | Buy |
65,865
+1,095
| +2% | +$26K | 0.37% | 47 |
|
|
2017
Q3 | $1.48M | Sell |
64,770
-270
| -0.4% | -$6.15K | 0.37% | 49 |
|
|
2017
Q2 | $1.54M | Buy |
65,040
+642
| +1% | +$15.2K | 0.44% | 44 |
|
|
2017
Q1 | $1.5M | Buy |
64,398
+2,561
| +4% | +$59.8K | 0.45% | 41 |
|
|
2016
Q4 | $1.41M | Buy |
61,837
+1,091
| +2% | +$24.8K | 0.47% | 40 |
|
|
2016
Q3 | $1.54M | Sell |
60,746
-4,158
| -6% | -$106K | 0.53% | 32 |
|
|
2016
Q2 | $1.75M | Buy |
64,904
+10,383
| +19% | +$280K | 0.75% | 27 |
|
|
2016
Q1 | $1.24M | Buy |
+54,521
| New | +$1.24M | 0.75% | 33 |
|