BerganKDV Wealth Management’s MAG Silver MAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-800
| Closed | -$10.1K | – | 992 |
|
|
2023
Q1 | $10.1K | Buy |
800
+700
| +700% | +$8.87K | ﹤0.01% | 605 |
|
|
2022
Q4 | $1.56K | Hold |
100
| – | – | ﹤0.01% | 828 |
|
|
2022
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 904 |
|
|
2021
Q4 | – | Sell |
-1,201
| Closed | -$19K | – | 1101 |
|
|
2021
Q3 | $19K | Sell |
1,201
-1,599
| -57% | -$25.3K | ﹤0.01% | 533 |
|
|
2021
Q2 | $59K | Hold |
2,800
| – | – | 0.01% | 368 |
|
|
2021
Q1 | $42K | Buy |
2,800
+550
| +24% | +$8.25K | 0.01% | 390 |
|
|
2020
Q4 | $46K | Buy |
2,250
+750
| +50% | +$15.3K | 0.01% | 361 |
|
|
2020
Q3 | $24K | Buy |
+1,500
| New | +$24K | ﹤0.01% | 405 |
|