BerganKDV Wealth Management’s International Flavors & Fragrances IFF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $5.41K | Sell |
68
-8
| -11% | -$637 | ﹤0.01% | 601 |
|
2023
Q1 | $7K | Sell |
76
-2
| -3% | -$184 | ﹤0.01% | 649 |
|
2022
Q4 | $8.19K | Sell |
78
-2
| -3% | -$210 | ﹤0.01% | 607 |
|
2022
Q3 | $7K | Buy |
80
+4
| +5% | +$350 | ﹤0.01% | 627 |
|
2022
Q2 | $9K | Sell |
76
-3
| -4% | -$355 | ﹤0.01% | 606 |
|
2022
Q1 | $10K | Hold |
79
| – | – | ﹤0.01% | 611 |
|
2021
Q4 | $12K | Buy |
79
+68
| +618% | +$10.3K | ﹤0.01% | 636 |
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 976 |
|
2021
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 820 |
|
2021
Q1 | $2K | Buy |
11
+3
| +38% | +$545 | ﹤0.01% | 781 |
|
2020
Q4 | $1K | Sell |
8
-4
| -33% | -$500 | ﹤0.01% | 871 |
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 819 |
|
2020
Q2 | $1K | Sell |
12
-18
| -60% | -$1.5K | ﹤0.01% | 869 |
|
2020
Q1 | $3K | Buy |
30
+4
| +15% | +$400 | ﹤0.01% | 667 |
|
2019
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 706 |
|
2018
Q4 | – | Sell |
-858
| Closed | -$119K | – | 709 |
|
2018
Q3 | $119K | Sell |
858
-5,954
| -87% | -$826K | 0.03% | 237 |
|
2018
Q2 | $844K | Sell |
6,812
-1
| -0% | -$124 | 0.19% | 103 |
|
2018
Q1 | $933K | Buy |
6,813
+60
| +0.9% | +$8.22K | 0.26% | 83 |
|
2017
Q4 | $1.03M | Buy |
6,753
+274
| +4% | +$41.8K | 0.25% | 83 |
|
2017
Q3 | $926K | Buy |
6,479
+172
| +3% | +$24.6K | 0.23% | 87 |
|
2017
Q2 | $851K | Sell |
6,307
-88
| -1% | -$11.9K | 0.24% | 81 |
|
2017
Q1 | $848K | Buy |
+6,395
| New | +$848K | 0.25% | 78 |
|