BerganKDV Wealth Management’s REX American Resources REX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,727
| Closed | -$63K | – | 987 |
|
|
2020
Q2 | $63K | Hold |
2,727
| – | – | 0.01% | 327 |
|
|
2020
Q1 | $42K | Buy |
2,727
+1,962
| +256% | +$30.2K | 0.01% | 341 |
|
|
2019
Q4 | $21K | Sell |
765
-21
| -3% | -$576 | ﹤0.01% | 441 |
|
|
2019
Q3 | $20K | Buy |
786
+132
| +20% | +$3.36K | ﹤0.01% | 429 |
|
|
2019
Q2 | $16K | Sell |
654
-99
| -13% | -$2.42K | ﹤0.01% | 456 |
|
|
2019
Q1 | $20K | Buy |
+753
| New | +$20K | ﹤0.01% | 436 |
|