BWM
BerganKDV Wealth Management’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-45
| Closed | -$5.38K | – | 1003 |
|
|
2023
Q1 | $5.38K | Buy |
+45
| New | +$5.38K | ﹤0.01% | 687 |
|
|
2020
Q2 | – | Sell |
-6
| Closed | -$1K | – | 1043 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 853 |
|
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 876 |
|
|
2019
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 668 |
|
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 709 |
|
|
2019
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 704 |
|
|
2018
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 666 |
|