BWM
BerganKDV Wealth Management’s Mohawk Industries MHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4
| Closed | -$401 | – | 994 |
|
|
2023
Q1 | $401 | Hold |
4
| – | – | ﹤0.01% | 991 |
|
|
2022
Q4 | $409 | Sell |
4
-5
| -56% | -$511 | ﹤0.01% | 966 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 905 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 919 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 939 |
|
|
2021
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 922 |
|
|
2021
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 891 |
|
|
2021
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 826 |
|
|
2021
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 786 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 879 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 833 |
|
|
2020
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 880 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 850 |
|
|
2019
Q4 | $1K | Sell |
9
-96
| -91% | -$10.7K | ﹤0.01% | 873 |
|
|
2019
Q3 | $13K | Sell |
105
-4,294
| -98% | -$532K | ﹤0.01% | 478 |
|
|
2019
Q2 | $649K | Sell |
4,399
-365
| -8% | -$53.9K | 0.13% | 119 |
|
|
2019
Q1 | $601K | Buy |
4,764
+1,173
| +33% | +$148K | 0.12% | 121 |
|
|
2018
Q4 | $420K | Sell |
3,591
-209
| -6% | -$24.4K | 0.1% | 127 |
|
|
2018
Q3 | $666K | Sell |
3,800
-261
| -6% | -$45.7K | 0.14% | 112 |
|
|
2018
Q2 | $870K | Buy |
4,061
+247
| +6% | +$52.9K | 0.19% | 97 |
|
|
2018
Q1 | $886K | Buy |
3,814
+9
| +0.2% | +$2.09K | 0.24% | 92 |
|
|
2017
Q4 | $1.05M | Buy |
3,805
+27
| +0.7% | +$7.45K | 0.25% | 80 |
|
|
2017
Q3 | $935K | Buy |
3,778
+6
| +0.2% | +$1.49K | 0.23% | 85 |
|
|
2017
Q2 | $912K | Sell |
3,772
-331
| -8% | -$80K | 0.26% | 74 |
|
|
2017
Q1 | $942K | Buy |
4,103
+219
| +6% | +$50.3K | 0.28% | 68 |
|
|
2016
Q4 | $776K | Buy |
3,884
+533
| +16% | +$106K | 0.26% | 79 |
|
|
2016
Q3 | $671K | Buy |
3,351
+353
| +12% | +$70.7K | 0.23% | 85 |
|
|
2016
Q2 | $569K | Buy |
2,998
+416
| +16% | +$79K | 0.24% | 92 |
|
|
2016
Q1 | $493K | Buy |
+2,582
| New | +$493K | 0.3% | 90 |
|