BerganKDV Wealth Management’s First American FAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-83
| Closed | -$4.63K | – | 948 |
|
|
2023
Q1 | $4.63K | Buy |
83
+71
| +592% | +$3.96K | ﹤0.01% | 703 |
|
|
2022
Q4 | $641 | Hold |
12
| – | – | ﹤0.01% | 931 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 880 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 895 |
|
|
2022
Q1 | $1K | Sell |
12
-1
| -8% | -$83 | ﹤0.01% | 916 |
|
|
2021
Q4 | $1K | Sell |
13
-2
| -13% | -$154 | ﹤0.01% | 976 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 956 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 903 |
|
|
2021
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 847 |
|
|
2020
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 848 |
|
|
2020
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 791 |
|
|
2020
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 846 |
|
|
2020
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 817 |
|
|
2019
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 842 |
|