BWM
BerganKDV Wealth Management’s Evolus EOLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-275
| Closed | -$2K | – | 1071 |
|
|
2021
Q3 | $2K | Hold |
275
| – | – | ﹤0.01% | 872 |
|
|
2021
Q2 | $3K | Hold |
275
| – | – | ﹤0.01% | 759 |
|
|
2021
Q1 | $4K | Hold |
275
| – | – | ﹤0.01% | 689 |
|
|
2020
Q4 | $1K | Sell |
275
-20
| -7% | -$73 | ﹤0.01% | 844 |
|
|
2020
Q3 | $1K | Buy |
295
+7
| +2% | +$24 | ﹤0.01% | 785 |
|
|
2020
Q2 | $2K | Hold |
288
| – | – | ﹤0.01% | 744 |
|
|
2020
Q1 | $1K | Buy |
288
+103
| +56% | +$358 | ﹤0.01% | 813 |
|
|
2019
Q4 | $2K | Hold |
185
| – | – | ﹤0.01% | 764 |
|
|
2019
Q3 | $3K | Buy |
185
+35
| +23% | +$568 | ﹤0.01% | 604 |
|
|
2019
Q2 | $2K | Buy |
150
+50
| +50% | +$667 | ﹤0.01% | 667 |
|
|
2019
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 660 |
|