BWM
BerganKDV Wealth Management’s Lyft LYFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $499 | Buy |
52
+48
| +1,200% | +$461 | ﹤0.01% | 817 |
|
|
2023
Q1 | $38 | Hold |
4
| – | – | ﹤0.01% | 1044 |
|
|
2022
Q4 | $44 | Sell |
4
-13
| -76% | -$143 | ﹤0.01% | 1028 |
|
|
2022
Q3 | $0 | Buy |
17
+3
| +21% | – | ﹤0.01% | 1021 |
|
|
2022
Q2 | $0 | Buy |
14
+13
| +1,300% | – | ﹤0.01% | 1019 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1053 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | – | – | 1099 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1074 |
|
|
2020
Q4 | – | Sell |
-15
| Closed | – | – | 986 |
|
|
2020
Q3 | $0 | Sell |
15
-17
| -53% | – | ﹤0.01% | 965 |
|
|
2020
Q2 | $1K | Sell |
32
-7
| -18% | -$219 | ﹤0.01% | 878 |
|
|
2020
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 848 |
|
|
2019
Q4 | $2K | Buy |
39
+29
| +290% | +$1.49K | ﹤0.01% | 779 |
|
|
2019
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 736 |
|
|
2019
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 707 |
|