BWM
BerganKDV Wealth Management’s F5 FFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6
| Closed | -$1K | – | 998 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 897 |
|
|
2022
Q1 | $1K | Sell |
6
-256
| -98% | -$42.7K | ﹤0.01% | 918 |
|
|
2021
Q4 | $64K | Hold |
262
| – | – | 0.01% | 392 |
|
|
2021
Q3 | $52K | Hold |
262
| – | – | 0.01% | 394 |
|
|
2021
Q2 | $49K | Hold |
262
| – | – | 0.01% | 387 |
|
|
2021
Q1 | $55K | Hold |
262
| – | – | 0.01% | 359 |
|
|
2020
Q4 | $46K | Buy |
+262
| New | +$46K | 0.01% | 359 |
|
|
2020
Q2 | – | Sell |
-14
| Closed | -$1K | – | 1000 |
|
|
2020
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 819 |
|
|
2019
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 767 |
|