BerganKDV Wealth Management’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,667
| Closed | -$12K | – | 993 |
|
|
2022
Q2 | $12K | Hold |
1,667
| – | – | ﹤0.01% | 559 |
|
|
2022
Q1 | $15K | Hold |
1,667
| – | – | ﹤0.01% | 550 |
|
|
2021
Q4 | $18K | Hold |
1,667
| – | – | ﹤0.01% | 558 |
|
|
2021
Q3 | $19K | Hold |
1,667
| – | – | ﹤0.01% | 532 |
|
|
2021
Q2 | $21K | Hold |
1,667
| – | – | ﹤0.01% | 512 |
|
|
2021
Q1 | $22K | Hold |
1,667
| – | – | ﹤0.01% | 469 |
|
|
2020
Q4 | $20K | Hold |
1,667
| – | – | ﹤0.01% | 475 |
|
|
2020
Q3 | $18K | Hold |
1,667
| – | – | ﹤0.01% | 438 |
|
|
2020
Q2 | $16K | Hold |
1,667
| – | – | ﹤0.01% | 478 |
|
|
2020
Q1 | $13K | Hold |
1,667
| – | – | ﹤0.01% | 464 |
|
|
2019
Q4 | $15K | Hold |
1,667
| – | – | ﹤0.01% | 485 |
|
|
2019
Q3 | $13K | Hold |
1,667
| – | – | ﹤0.01% | 477 |
|
|
2019
Q2 | $16K | Hold |
1,667
| – | – | ﹤0.01% | 451 |
|
|
2019
Q1 | $15K | Hold |
1,667
| – | – | ﹤0.01% | 466 |
|
|
2018
Q4 | $15K | Hold |
1,667
| – | – | ﹤0.01% | 421 |
|
|
2018
Q3 | $15K | Hold |
1,667
| – | – | ﹤0.01% | 439 |
|
|
2018
Q2 | $13K | Buy |
+1,667
| New | +$13K | ﹤0.01% | 464 |
|