BerganKDV Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $939 | Sell |
2
-2
| -50% | -$939 | ﹤0.01% | 763 |
|
|
2023
Q1 | $2.24K | Hold |
4
| – | – | ﹤0.01% | 809 |
|
|
2022
Q4 | $1.86K | Sell |
4
-20
| -83% | -$9.31K | ﹤0.01% | 811 |
|
|
2022
Q3 | $10K | Hold |
24
| – | – | ﹤0.01% | 572 |
|
|
2022
Q2 | $10K | Buy |
24
+2
| +9% | +$833 | ﹤0.01% | 597 |
|
|
2022
Q1 | $11K | Hold |
22
| – | – | ﹤0.01% | 601 |
|
|
2021
Q4 | $13K | Hold |
22
| – | – | ﹤0.01% | 620 |
|
|
2021
Q3 | $13K | Buy |
+22
| New | +$13K | ﹤0.01% | 597 |
|
|
2020
Q3 | – | Sell |
-20
| Closed | -$7K | – | 972 |
|
|
2020
Q2 | $7K | Buy |
+20
| New | +$7K | ﹤0.01% | 586 |
|