BerganKDV Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $27.8K | Sell |
230
-328
| -59% | -$39.7K | ﹤0.01% | 456 |
|
|
2023
Q1 | $61.7K | Buy |
558
+228
| +69% | +$25.2K | 0.01% | 369 |
|
|
2022
Q4 | $33.3K | Hold |
330
| – | – | ﹤0.01% | 424 |
|
|
2022
Q3 | $32K | Hold |
330
| – | – | ﹤0.01% | 422 |
|
|
2022
Q2 | $33K | Hold |
330
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $35K | Sell |
330
-71
| -18% | -$7.53K | ﹤0.01% | 438 |
|
|
2021
Q4 | $44K | Buy |
401
+100
| +33% | +$11K | ﹤0.01% | 444 |
|
|
2021
Q3 | $36K | Buy |
301
+11
| +4% | +$1.32K | ﹤0.01% | 443 |
|
|
2021
Q2 | $40K | Buy |
290
+7
| +2% | +$966 | ﹤0.01% | 423 |
|
|
2021
Q1 | $38K | Buy |
283
+53
| +23% | +$7.12K | ﹤0.01% | 400 |
|
|
2020
Q4 | $22K | Hold |
230
| – | – | ﹤0.01% | 460 |
|
|
2020
Q3 | $22K | Sell |
230
-115
| -33% | -$11K | ﹤0.01% | 414 |
|
|
2020
Q2 | $32K | Sell |
345
-115
| -25% | -$10.7K | 0.01% | 404 |
|
|
2020
Q1 | $22K | Sell |
460
-10
| -2% | -$478 | ﹤0.01% | 415 |
|
|
2019
Q4 | $48K | Hold |
470
| – | – | 0.01% | 354 |
|
|
2019
Q3 | $41K | Sell |
470
-33
| -7% | -$2.88K | 0.01% | 350 |
|
|
2019
Q2 | $46K | Sell |
503
-26
| -5% | -$2.38K | 0.01% | 339 |
|
|
2019
Q1 | $45K | Sell |
529
-1,854
| -78% | -$158K | 0.01% | 355 |
|
|
2018
Q4 | $183K | Sell |
2,383
-311
| -12% | -$23.9K | 0.04% | 195 |
|
|
2018
Q3 | $272K | Buy |
2,694
+290
| +12% | +$29.3K | 0.06% | 167 |
|
|
2018
Q2 | $294K | Sell |
2,404
-35
| -1% | -$4.28K | 0.07% | 157 |
|
|
2018
Q1 | $279K | Sell |
2,439
-185
| -7% | -$21.2K | 0.08% | 156 |
|
|
2017
Q4 | $325K | Sell |
2,624
-906
| -26% | -$112K | 0.08% | 152 |
|
|
2017
Q3 | $369K | Buy |
+3,530
| New | +$369K | 0.09% | 148 |
|