BerganKDV Wealth Management’s Global Industrial GIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-25
| Closed | -$1K | – | 1061 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 910 |
|
|
2021
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 855 |
|
|
2020
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 856 |
|
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 804 |
|
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 856 |
|
|
2020
Q1 | $0 | Buy |
+25
| New | – | ﹤0.01% | 954 |
|