BerganKDV Wealth Management’s Macerich MAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,360
| Closed | -$23K | – | 1100 |
|
|
2021
Q3 | $23K | Hold |
1,360
| – | – | ﹤0.01% | 507 |
|
|
2021
Q2 | $25K | Hold |
1,360
| – | – | ﹤0.01% | 490 |
|
|
2021
Q1 | $16K | Hold |
1,360
| – | – | ﹤0.01% | 518 |
|
|
2020
Q4 | $15K | Hold |
1,360
| – | – | ﹤0.01% | 518 |
|
|
2020
Q3 | $9K | Hold |
1,360
| – | – | ﹤0.01% | 516 |
|
|
2020
Q2 | $12K | Buy |
1,360
+66
| +5% | +$582 | ﹤0.01% | 519 |
|
|
2020
Q1 | $7K | Hold |
1,294
| – | – | ﹤0.01% | 539 |
|
|
2019
Q4 | $35K | Buy |
+1,294
| New | +$35K | 0.01% | 381 |
|