BerganKDV Wealth Management’s Openlane KAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-221
| Closed | -$2K | – | 1076 |
|
|
2022
Q3 | $2K | Hold |
221
| – | – | ﹤0.01% | 814 |
|
|
2022
Q2 | $3K | Hold |
221
| – | – | ﹤0.01% | 776 |
|
|
2022
Q1 | $4K | Hold |
221
| – | – | ﹤0.01% | 760 |
|
|
2021
Q4 | $3K | Hold |
221
| – | – | ﹤0.01% | 864 |
|
|
2021
Q3 | $4K | Hold |
221
| – | – | ﹤0.01% | 781 |
|
|
2021
Q2 | $4K | Hold |
221
| – | – | ﹤0.01% | 732 |
|
|
2021
Q1 | $3K | Hold |
221
| – | – | ﹤0.01% | 737 |
|
|
2020
Q4 | $4K | Hold |
221
| – | – | ﹤0.01% | 696 |
|
|
2020
Q3 | $3K | Hold |
221
| – | – | ﹤0.01% | 646 |
|
|
2020
Q2 | $3K | Sell |
221
-74
| -25% | -$1.01K | ﹤0.01% | 703 |
|
|
2020
Q1 | $4K | Hold |
295
| – | – | ﹤0.01% | 618 |
|
|
2019
Q4 | $6K | Buy |
295
+9
| +3% | +$183 | ﹤0.01% | 595 |
|
|
2019
Q3 | $7K | Hold |
286
| – | – | ﹤0.01% | 530 |
|
|
2019
Q2 | $7K | Sell |
286
-470
| -62% | -$11.5K | ﹤0.01% | 555 |
|
|
2019
Q1 | $15K | Hold |
756
| – | – | ﹤0.01% | 470 |
|
|
2018
Q4 | $14K | Hold |
756
| – | – | ﹤0.01% | 430 |
|
|
2018
Q3 | $17K | Hold |
756
| – | – | ﹤0.01% | 431 |
|
|
2018
Q2 | $16K | Buy |
+756
| New | +$16K | ﹤0.01% | 444 |
|