BWM
BerganKDV Wealth Management’s Eagle Materials EXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.63M | Buy |
8,732
+182
| +2% | +$33.9K | 0.16% | 101 |
|
|
2023
Q1 | $1.25M | Buy |
8,550
+689
| +9% | +$101K | 0.13% | 118 |
|
|
2022
Q4 | $1.04M | Buy |
7,861
+1,250
| +19% | +$166K | 0.11% | 127 |
|
|
2022
Q3 | $709K | Buy |
6,611
+464
| +8% | +$49.8K | 0.08% | 140 |
|
|
2022
Q2 | $676K | Buy |
+6,147
| New | +$676K | 0.08% | 148 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | – | – | 995 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 941 |
|
|
2019
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 943 |
|