BerganKDV Wealth Management’s Goodyear GT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-100
| Closed | -$2K | – | 1064 |
|
2021
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 816 |
|
2018
Q4 | – | Sell |
-1,165
| Closed | -$27K | – | 705 |
|
2018
Q3 | $27K | Sell |
1,165
-103
| -8% | -$2.39K | 0.01% | 382 |
|
2018
Q2 | $30K | Buy |
+1,268
| New | +$30K | 0.01% | 378 |
|
2018
Q1 | – | Sell |
-27,257
| Closed | -$881K | – | 197 |
|
2017
Q4 | $881K | Buy |
27,257
+980
| +4% | +$31.7K | 0.21% | 96 |
|
2017
Q3 | $874K | Buy |
26,277
+358
| +1% | +$11.9K | 0.22% | 92 |
|
2017
Q2 | $906K | Sell |
25,919
-713
| -3% | -$24.9K | 0.26% | 77 |
|
2017
Q1 | $959K | Buy |
26,632
+1,284
| +5% | +$46.2K | 0.29% | 66 |
|
2016
Q4 | $782K | Buy |
25,348
+3,136
| +14% | +$96.7K | 0.26% | 77 |
|
2016
Q3 | $717K | Buy |
22,212
+2,214
| +11% | +$71.5K | 0.25% | 73 |
|
2016
Q2 | $513K | Buy |
19,998
+3,241
| +19% | +$83.1K | 0.22% | 101 |
|
2016
Q1 | $553K | Buy |
+16,757
| New | +$553K | 0.33% | 77 |
|