BerganKDV Wealth Management’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34
| Closed | -$288 | – | 1028 |
|
|
2023
Q1 | $288 | Hold |
34
| – | – | ﹤0.01% | 1020 |
|
|
2022
Q4 | $218 | Sell |
34
-15
| -31% | -$96 | ﹤0.01% | 1010 |
|
|
2022
Q3 | $0 | Hold |
49
| – | – | ﹤0.01% | 1042 |
|
|
2022
Q2 | $0 | Buy |
49
+34
| +227% | – | ﹤0.01% | 1043 |
|
|
2022
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1076 |
|
|
2021
Q4 | – | Sell |
-40
| Closed | -$1K | – | 1113 |
|
|
2021
Q3 | $1K | Buy |
40
+12
| +43% | +$300 | ﹤0.01% | 991 |
|
|
2021
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 940 |
|