BerganKDV Wealth Management’s Mine Safety MSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-6
| Closed | -$1K | – | 1087 |
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 908 |
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 921 |
|
2022
Q1 | – | Sell |
-8,000
| Closed | -$201K | – | 1060 |
|
2021
Q4 | $201K | Buy |
+8,000
| New | +$201K | 0.02% | 261 |
|
2019
Q4 | – | Sell |
-8,000
| Closed | -$175K | – | 967 |
|
2019
Q3 | $175K | Hold |
8,000
| – | – | 0.03% | 215 |
|
2019
Q2 | $163K | Hold |
8,000
| – | – | 0.03% | 225 |
|
2019
Q1 | $155K | Buy |
+8,000
| New | +$155K | 0.03% | 227 |
|
2018
Q3 | – | Sell |
-8,000
| Closed | -$187K | – | 645 |
|
2018
Q2 | $187K | Buy |
+8,000
| New | +$187K | 0.04% | 202 |
|