BerganKDV Wealth Management’s New Pacific Metals NEWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,000
| Closed | -$10.8K | – | 1007 |
|
|
2023
Q1 | $10.8K | Hold |
4,000
| – | – | ﹤0.01% | 590 |
|
|
2022
Q4 | $9K | Hold |
4,000
| – | – | ﹤0.01% | 592 |
|
|
2022
Q3 | $8K | Buy |
+4,000
| New | +$8K | ﹤0.01% | 609 |
|
|
2022
Q2 | – | Sell |
-9,100
| Closed | -$29K | – | 1026 |
|
|
2022
Q1 | $29K | Buy |
9,100
+5,956
| +189% | +$19K | ﹤0.01% | 472 |
|
|
2021
Q4 | $9K | Sell |
3,144
-3,357
| -52% | -$9.61K | ﹤0.01% | 680 |
|
|
2021
Q3 | $21K | Sell |
6,501
-3,499
| -35% | -$11.3K | ﹤0.01% | 522 |
|
|
2021
Q2 | $49K | Buy |
+10,000
| New | +$49K | 0.01% | 389 |
|