BerganKDV Wealth Management’s Mesabi Trust MSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $189K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $167K | Hold |
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|
2022
Q3 | $198K | Hold |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $247K | Hold |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $425K | Hold |
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|
2021
Q1 | $362K | Hold |
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|
2020
Q4 | $336K | Hold |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $210K | Hold |
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|
2020
Q1 | $172K | Hold |
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|
2019
Q4 | $283K | Hold |
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|
2019
Q3 | $286K | Hold |
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|
2019
Q2 | $354K | Hold |
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|
2019
Q1 | $351K | Hold |
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|
2018
Q4 | $284K | Sell |
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|
2018
Q3 | $413K | Buy |
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|
2018
Q2 | $295K | Hold |
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|
2018
Q1 | $309K | Hold |
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|
2017
Q4 | $302K | Hold |
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|
2017
Q3 | $276K | Hold |
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|
2017
Q2 | $164K | Hold |
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|
2017
Q1 | $180K | Hold |
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|
2016
Q4 | $128K | Hold |
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|
2016
Q3 | $111K | Hold |
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|
2016
Q2 | $129K | Hold |
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|
2016
Q1 | $72K | Buy |
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