BerganKDV Wealth Management’s Resideo Technologies REZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $28.4K | Hold |
1,607
| – | – | ﹤0.01% | 451 |
|
|
2023
Q1 | $29.4K | Hold |
1,607
| – | – | ﹤0.01% | 461 |
|
|
2022
Q4 | $26.4K | Hold |
1,607
| – | – | ﹤0.01% | 460 |
|
|
2022
Q3 | $31K | Hold |
1,607
| – | – | ﹤0.01% | 429 |
|
|
2022
Q2 | $31K | Buy |
+1,607
| New | +$31K | ﹤0.01% | 439 |
|
|
2020
Q2 | – | Sell |
-15
| Closed | – | – | 1066 |
|
|
2020
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 990 |
|
|
2019
Q4 | $0 | Buy |
15
+7
| +88% | – | ﹤0.01% | 973 |
|
|
2019
Q3 | $0 | Sell |
8
-66
| -89% | – | ﹤0.01% | 744 |
|
|
2019
Q2 | $2K | Hold |
74
| – | – | ﹤0.01% | 678 |
|
|
2019
Q1 | $1K | Hold |
74
| – | – | ﹤0.01% | 713 |
|
|
2018
Q4 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 621 |
|