BerganKDV Wealth Management’s DB Gold Double Long ETN due February 15, 2038 DGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,500
| Closed | -$63.4K | – | 919 |
|
|
2023
Q1 | $63.4K | Buy |
1,500
+600
| +67% | +$25.3K | 0.01% | 364 |
|
|
2022
Q4 | $33.5K | Hold |
900
| – | – | ﹤0.01% | 422 |
|
|
2022
Q3 | $28K | Hold |
900
| – | – | ﹤0.01% | 440 |
|
|
2022
Q2 | $34K | Hold |
900
| – | – | ﹤0.01% | 424 |
|
|
2022
Q1 | $39K | Sell |
900
-366
| -29% | -$15.9K | ﹤0.01% | 422 |
|
|
2021
Q4 | $50K | Hold |
1,266
| – | – | 0.01% | 421 |
|
|
2021
Q3 | $46K | Hold |
1,266
| – | – | 0.01% | 413 |
|
|
2021
Q2 | $47K | Hold |
1,266
| – | – | 0.01% | 395 |
|
|
2021
Q1 | $45K | Buy |
1,266
+665
| +111% | +$23.6K | 0.01% | 381 |
|
|
2020
Q4 | $27K | Hold |
601
| – | – | ﹤0.01% | 426 |
|
|
2020
Q3 | $27K | Buy |
+601
| New | +$27K | ﹤0.01% | 395 |
|
|
2020
Q2 | – | Sell |
-160
| Closed | -$5K | – | 986 |
|
|
2020
Q1 | $5K | Hold |
160
| – | – | ﹤0.01% | 576 |
|
|
2019
Q4 | $5K | Hold |
160
| – | – | ﹤0.01% | 613 |
|
|
2019
Q3 | $5K | Hold |
160
| – | – | ﹤0.01% | 555 |
|
|
2019
Q2 | $4K | Hold |
160
| – | – | ﹤0.01% | 603 |
|
|
2019
Q1 | $4K | Buy |
+160
| New | +$4K | ﹤0.01% | 607 |
|