BerganKDV Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $27.8K | Sell |
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|
2023
Q1 | $61.7K | Buy |
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|
2022
Q4 | $33.3K | Hold |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $33K | Hold |
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|
2022
Q1 | $35K | Sell |
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|
2021
Q4 | $44K | Buy |
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|
2021
Q3 | $36K | Buy |
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|
2021
Q2 | $40K | Buy |
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|
2021
Q1 | $38K | Buy |
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|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $22K | Sell |
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|
2020
Q2 | $32K | Sell |
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|
2020
Q1 | $22K | Sell |
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|
2019
Q4 | $48K | Hold |
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|
2019
Q3 | $41K | Sell |
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|
2019
Q2 | $46K | Sell |
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|
2019
Q1 | $45K | Sell |
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|
2018
Q4 | $183K | Sell |
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|
2018
Q3 | $272K | Buy |
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|
2018
Q2 | $294K | Sell |
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|
2018
Q1 | $279K | Sell |
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|
2017
Q4 | $325K | Sell |
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|
2017
Q3 | $369K | Buy |
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