BerganKDV Wealth Management’s Grand Canyon Education LOPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34
| Closed | -$3.87K | – | 990 |
|
|
2023
Q1 | $3.87K | Buy |
+34
| New | +$3.87K | ﹤0.01% | 729 |
|
|
2022
Q1 | – | Sell |
-39
| Closed | -$3K | – | 1052 |
|
|
2021
Q4 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 867 |
|
|
2019
Q1 | – | Sell |
-95
| Closed | -$9K | – | 745 |
|
|
2018
Q4 | $9K | Hold |
95
| – | – | ﹤0.01% | 495 |
|
|
2018
Q3 | $11K | Hold |
95
| – | – | ﹤0.01% | 478 |
|
|
2018
Q2 | $11K | Buy |
+95
| New | +$11K | ﹤0.01% | 489 |
|