BWM
BerganKDV Wealth Management’s LifeVantage LFVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-143
| Closed | -$2K | – | 964 |
|
|
2020
Q2 | $2K | Hold |
143
| – | – | ﹤0.01% | 760 |
|
|
2020
Q1 | $1K | Hold |
143
| – | – | ﹤0.01% | 845 |
|
|
2019
Q4 | $2K | Hold |
143
| – | – | ﹤0.01% | 778 |
|
|
2019
Q3 | $2K | Hold |
143
| – | – | ﹤0.01% | 636 |
|
|
2019
Q2 | $2K | Hold |
143
| – | – | ﹤0.01% | 673 |
|
|
2019
Q1 | $2K | Buy |
+143
| New | +$2K | ﹤0.01% | 667 |
|