BWM
BerganKDV Wealth Management’s Huntington Ingalls Industries HII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4
| Closed | -$842 | – | 958 |
|
|
2023
Q1 | $842 | Hold |
4
| – | – | ﹤0.01% | 922 |
|
|
2022
Q4 | $938 | Hold |
4
| – | – | ﹤0.01% | 890 |
|
|
2022
Q3 | $1K | Sell |
4
-3
| -43% | -$750 | ﹤0.01% | 891 |
|
|
2022
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 828 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 928 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 987 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 969 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 917 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 863 |
|
|
2020
Q4 | $1K | Buy |
7
+3
| +75% | +$429 | ﹤0.01% | 864 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 813 |
|
|
2020
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 865 |
|
|
2020
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 832 |
|
|
2019
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 855 |
|