BerganKDV Wealth Management’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $684K | Buy |
3,493
+24
| +0.7% | +$4.7K | 0.07% | 153 |
|
|
2023
Q1 | $681K | Buy |
3,469
+87
| +3% | +$17.1K | 0.07% | 154 |
|
|
2022
Q4 | $704K | Buy |
3,382
+451
| +15% | +$93.9K | 0.08% | 147 |
|
|
2022
Q3 | $609K | Buy |
2,931
+75
| +3% | +$15.6K | 0.07% | 152 |
|
|
2022
Q2 | $690K | Buy |
2,856
+262
| +10% | +$63.3K | 0.08% | 145 |
|
|
2022
Q1 | $645K | Buy |
2,594
+201
| +8% | +$50K | 0.07% | 165 |
|
|
2021
Q4 | $510K | Buy |
2,393
+163
| +7% | +$34.7K | 0.05% | 189 |
|
|
2021
Q3 | $491K | Sell |
2,230
-31
| -1% | -$6.83K | 0.06% | 182 |
|
|
2021
Q2 | $489K | Buy |
2,261
+35
| +2% | +$7.57K | 0.06% | 176 |
|
|
2021
Q1 | $451K | Buy |
2,226
+65
| +3% | +$13.2K | 0.06% | 176 |
|
|
2020
Q4 | $408K | Sell |
2,161
-98
| -4% | -$18.5K | 0.06% | 176 |
|
|
2020
Q3 | $384K | Sell |
2,259
-43
| -2% | -$7.31K | 0.06% | 172 |
|
|
2020
Q2 | $391K | Sell |
2,302
-9
| -0.4% | -$1.53K | 0.07% | 168 |
|
|
2020
Q1 | $416K | Buy |
2,311
+2,109
| +1,044% | +$380K | 0.09% | 147 |
|
|
2019
Q4 | $40K | Buy |
202
+15
| +8% | +$2.97K | 0.01% | 364 |
|
|
2019
Q3 | $39K | Hold |
187
| – | – | 0.01% | 354 |
|
|
2019
Q2 | $35K | Hold |
187
| – | – | 0.01% | 360 |
|
|
2019
Q1 | $30K | Hold |
187
| – | – | 0.01% | 391 |
|
|
2018
Q4 | $25K | Hold |
187
| – | – | 0.01% | 372 |
|
|
2018
Q3 | $32K | Hold |
187
| – | – | 0.01% | 365 |
|
|
2018
Q2 | $27K | Buy |
+187
| New | +$27K | 0.01% | 386 |
|