BerganKDV Wealth Management’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-54,540
| Closed | -$263K | – | 954 |
|
|
2020
Q2 | $263K | Buy |
54,540
+292
| +0.5% | +$1.41K | 0.05% | 201 |
|
|
2020
Q1 | $247K | Buy |
54,248
+15,328
| +39% | +$69.8K | 0.05% | 192 |
|
|
2019
Q4 | $241K | Buy |
38,920
+4,743
| +14% | +$29.4K | 0.04% | 209 |
|
|
2019
Q3 | $205K | Buy |
+34,177
| New | +$205K | 0.04% | 205 |
|
|
2019
Q2 | – | Hold |
0
| – | -$243K | – | 186 |
|
|
2019
Q1 | – | Hold |
0
| – | -$185K | – | 191 |
|
|
2018
Q4 | – | Hold |
0
| – | -$242K | – | 193 |
|
|
2018
Q3 | – | Hold |
0
| – | -$224K | – | 189 |
|
|
2018
Q2 | – | Sell |
-30,415
| Closed | -$222K | – | 190 |
|
|
2018
Q1 | $222K | Buy |
+30,415
| New | +$222K | 0.06% | 183 |
|