BerganKDV Wealth Management’s Kona Grill, Inc. KONA Stock Holding History

BerganKDV Wealth Management’s Portfolio KONA Stock Details KONA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,000	Closed	-$1K	–	789
2019 Q1	$1K	Hold	1,000	–	–	﹤0.01%	725
2018 Q4	$1K	Hold	1,000	–	–	﹤0.01%	689
2018 Q3	$2K	Hold	1,000	–	–	﹤0.01%	596
2018 Q2	$2K	Buy	+1,000	New	+$2.27K	﹤0.01%	616

Other funds holding KONA

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BerganKDV Wealth Management's KONA Position: Q2 2019 in Review

BerganKDV Wealth Management sold out of Kona Grill, Inc. (KONA) in Q2 2019, closing a stake of 1,000 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in KONA in Q2 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 1 fund tracked by Wall St. Rank holds KONA as of Q2 2019.

BerganKDV Wealth Management reported no remaining Kona Grill, Inc. position as of Q2 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 1,000 Kona Grill, Inc. shares in Q2 2019, an estimated $1K.
BerganKDV Wealth Management first reported a position in Kona Grill, Inc. in Q2 2018 and held it in 4 quarters.
BerganKDV Wealth Management's Kona Grill, Inc. position peaked at $2K in Q3 2018.
1 fund tracked by Wall St. Rank held Kona Grill, Inc. as of Q2 2019.

Based on BerganKDV Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.