BWM
BerganKDV Wealth Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.35K | Sell |
6
-2
| -25% | -$450 | ﹤0.01% | 723 |
|
|
2023
Q1 | $1.59K | Buy |
8
+2
| +33% | +$398 | ﹤0.01% | 857 |
|
|
2022
Q4 | $1.23K | Hold |
6
| – | – | ﹤0.01% | 856 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 897 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 913 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 933 |
|
|
2021
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 918 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 978 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 924 |
|
|
2021
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 869 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 872 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 821 |
|
|
2020
Q2 | $1K | Sell |
6
-4
| -40% | -$667 | ﹤0.01% | 871 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 835 |
|
|
2019
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 773 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 664 |
|
|
2019
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 670 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 699 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 661 |
|