BWM
BerganKDV Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.09M | Sell |
27,620
-2,301
| -8% | -$175K | 0.21% | 80 |
|
|
2023
Q1 | $2.22M | Sell |
29,921
-25,003
| -46% | -$1.86M | 0.23% | 77 |
|
|
2022
Q4 | $4.61M | Sell |
54,924
-2,424
| -4% | -$203K | 0.5% | 47 |
|
|
2022
Q3 | $4.14M | Buy |
57,348
+993
| +2% | +$71.7K | 0.5% | 42 |
|
|
2022
Q2 | $3.76M | Sell |
56,355
-44
| -0.1% | -$2.94K | 0.43% | 47 |
|
|
2022
Q1 | $4.14M | Buy |
56,399
+4,596
| +9% | +$337K | 0.44% | 48 |
|
|
2021
Q4 | $3.75M | Sell |
51,803
-1,358
| -3% | -$98.2K | 0.39% | 53 |
|
|
2021
Q3 | $3.42M | Buy |
53,161
+2,956
| +6% | +$190K | 0.39% | 52 |
|
|
2021
Q2 | $3.17M | Sell |
50,205
-272
| -0.5% | -$17.2K | 0.38% | 57 |
|
|
2021
Q1 | $3.03M | Sell |
50,477
-1,223
| -2% | -$73.3K | 0.39% | 56 |
|
|
2020
Q4 | $2.57M | Sell |
51,700
-2,136
| -4% | -$106K | 0.36% | 57 |
|
|
2020
Q3 | $2.17M | Sell |
53,836
-640
| -1% | -$25.8K | 0.34% | 61 |
|
|
2020
Q2 | $2.26M | Buy |
54,476
+657
| +1% | +$27.3K | 0.39% | 53 |
|
|
2020
Q1 | $1.69M | Buy |
53,819
+5,623
| +12% | +$176K | 0.35% | 63 |
|
|
2019
Q4 | $2.65M | Buy |
48,196
+2,525
| +6% | +$139K | 0.47% | 47 |
|
|
2019
Q3 | $2.61M | Buy |
45,671
+978
| +2% | +$55.9K | 0.52% | 40 |
|
|
2019
Q2 | $2.59M | Sell |
44,693
-3,573
| -7% | -$207K | 0.51% | 40 |
|
|
2019
Q1 | $2.42M | Buy |
48,266
+5,387
| +13% | +$270K | 0.5% | 40 |
|
|
2018
Q4 | $1.89M | Buy |
42,879
+37,873
| +757% | +$1.67M | 0.44% | 42 |
|
|
2018
Q3 | $293K | Buy |
5,006
+946
| +23% | +$55.4K | 0.06% | 162 |
|
|
2018
Q2 | $215K | Buy |
4,060
+179
| +5% | +$9.48K | 0.05% | 194 |
|
|
2018
Q1 | $236K | Sell |
3,881
-173
| -4% | -$10.5K | 0.06% | 176 |
|
|
2017
Q4 | $286K | Sell |
4,054
-1,915
| -32% | -$135K | 0.07% | 163 |
|
|
2017
Q3 | $384K | Buy |
+5,969
| New | +$384K | 0.1% | 141 |
|