BerganKDV Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-55
| Closed | -$2.98K | – | 1005 |
|
|
2023
Q1 | $2.98K | Hold |
55
| – | – | ﹤0.01% | 770 |
|
|
2022
Q4 | $3.34K | Buy |
55
+1
| +2% | +$61 | ﹤0.01% | 735 |
|
|
2022
Q3 | $3K | Sell |
54
-42
| -44% | -$2.33K | ﹤0.01% | 765 |
|
|
2022
Q2 | $5K | Hold |
96
| – | – | ﹤0.01% | 707 |
|
|
2022
Q1 | $6K | Hold |
96
| – | – | ﹤0.01% | 697 |
|
|
2021
Q4 | $7K | Hold |
96
| – | – | ﹤0.01% | 727 |
|
|
2021
Q3 | $6K | Hold |
96
| – | – | ﹤0.01% | 729 |
|
|
2021
Q2 | $6K | Hold |
96
| – | – | ﹤0.01% | 682 |
|
|
2021
Q1 | $5K | Hold |
96
| – | – | ﹤0.01% | 671 |
|
|
2020
Q4 | $4K | Buy |
96
+42
| +78% | +$1.75K | ﹤0.01% | 700 |
|
|
2020
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 713 |
|
|
2020
Q2 | $2K | Sell |
54
-9
| -14% | -$333 | ﹤0.01% | 767 |
|
|
2020
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 746 |
|
|
2019
Q4 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 783 |
|