BWM
BerganKDV Wealth Management’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13
| Closed | -$1.08K | – | 970 |
|
|
2023
Q1 | $1.08K | Hold |
13
| – | – | ﹤0.01% | 894 |
|
|
2022
Q4 | $944 | Hold |
13
| – | – | ﹤0.01% | 887 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 895 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 912 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 931 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 989 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 974 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 922 |
|
|
2021
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 868 |
|
|
2020
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 870 |
|
|
2020
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 818 |
|
|
2020
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 867 |
|
|
2020
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 834 |
|
|
2019
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 859 |
|