BWM
BerganKDV Wealth Management’s Rollins ROL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30
| Closed | -$1.13K | – | 1043 |
|
|
2023
Q1 | $1.13K | Hold |
30
| – | – | ﹤0.01% | 889 |
|
|
2022
Q4 | $1.1K | Hold |
30
| – | – | ﹤0.01% | 876 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 920 |
|
|
2022
Q2 | $1K | Sell |
30
-1
| -3% | -$33 | ﹤0.01% | 927 |
|
|
2022
Q1 | $1K | Sell |
31
-85
| -73% | -$2.74K | ﹤0.01% | 953 |
|
|
2021
Q4 | $4K | Buy |
116
+85
| +274% | +$2.93K | ﹤0.01% | 830 |
|
|
2021
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 995 |
|
|
2021
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 944 |
|
|
2021
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 889 |
|
|
2020
Q4 | $1K | Buy |
31
+10
| +48% | +$323 | ﹤0.01% | 894 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 854 |
|
|
2020
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 893 |
|
|
2020
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 873 |
|
|
2019
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 889 |
|
|
2019
Q1 | – | Sell |
-220
| Closed | -$8K | – | 752 |
|
|
2018
Q4 | $8K | Buy |
220
+73
| +50% | +$2.66K | ﹤0.01% | 509 |
|
|
2018
Q3 | $9K | Hold |
147
| – | – | ﹤0.01% | 508 |
|
|
2018
Q2 | $8K | Buy |
+147
| New | +$8K | ﹤0.01% | 528 |
|