BWM
BerganKDV Wealth Management’s Five Below FIVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-21
| Closed | -$2K | – | 1000 |
|
|
2022
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 823 |
|
|
2022
Q1 | $3K | Sell |
21
-20
| -49% | -$2.86K | ﹤0.01% | 800 |
|
|
2021
Q4 | $8K | Buy |
41
+20
| +95% | +$3.9K | ﹤0.01% | 698 |
|
|
2021
Q3 | $4K | Hold |
21
| – | – | ﹤0.01% | 774 |
|
|
2021
Q2 | $4K | Hold |
21
| – | – | ﹤0.01% | 728 |
|
|
2021
Q1 | $4K | Hold |
21
| – | – | ﹤0.01% | 691 |
|
|
2020
Q4 | $4K | Buy |
21
+14
| +200% | +$2.67K | ﹤0.01% | 688 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 795 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 851 |
|
|
2020
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 945 |
|