BerganKDV Wealth Management’s Dun & Bradstreet DNB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-40
| Closed | -$470 | – | 921 |
|
|
2023
Q1 | $470 | Hold |
40
| – | – | ﹤0.01% | 981 |
|
|
2022
Q4 | $490 | Buy |
+40
| New | +$490 | ﹤0.01% | 950 |
|
|
2021
Q3 | – | Sell |
-8
| Closed | – | – | 1049 |
|
|
2021
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 989 |
|
|
2021
Q1 | $0 | Sell |
8
-21
| -72% | – | ﹤0.01% | 946 |
|
|
2020
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 843 |
|