BerganKDV Wealth Management’s RingCentral RNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11
| Closed | -$338 | – | 1042 |
|
|
2023
Q1 | $338 | Hold |
11
| – | – | ﹤0.01% | 1007 |
|
|
2022
Q4 | $389 | Buy |
11
+7
| +175% | +$248 | ﹤0.01% | 975 |
|
|
2022
Q3 | $0 | Sell |
4
-8
| -67% | – | ﹤0.01% | 1056 |
|
|
2022
Q2 | $1K | Sell |
12
-3
| -20% | -$250 | ﹤0.01% | 926 |
|
|
2022
Q1 | $2K | Buy |
15
+2
| +15% | +$267 | ﹤0.01% | 870 |
|
|
2021
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 929 |
|
|
2021
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 839 |
|
|
2021
Q2 | $4K | Hold |
13
| – | – | ﹤0.01% | 738 |
|
|
2021
Q1 | $4K | Hold |
13
| – | – | ﹤0.01% | 703 |
|
|
2020
Q4 | $5K | Hold |
13
| – | – | ﹤0.01% | 664 |
|
|
2020
Q3 | $4K | Hold |
13
| – | – | ﹤0.01% | 615 |
|
|
2020
Q2 | $4K | Sell |
13
-25
| -66% | -$7.69K | ﹤0.01% | 669 |
|
|
2020
Q1 | $8K | Hold |
38
| – | – | ﹤0.01% | 520 |
|
|
2019
Q4 | $6K | Buy |
+38
| New | +$6K | ﹤0.01% | 600 |
|