BerganKDV Wealth Management’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19
| Closed | -$5.01K | – | 1049 |
|
|
2023
Q1 | $5.01K | Hold |
19
| – | – | ﹤0.01% | 690 |
|
|
2022
Q4 | $5.37K | Buy |
19
+3
| +19% | +$848 | ﹤0.01% | 664 |
|
|
2022
Q3 | $5K | Sell |
16
-59
| -79% | -$18.4K | ﹤0.01% | 688 |
|
|
2022
Q2 | $24K | Hold |
75
| – | – | ﹤0.01% | 477 |
|
|
2022
Q1 | $26K | Hold |
75
| – | – | ﹤0.01% | 485 |
|
|
2021
Q4 | $29K | Hold |
75
| – | – | ﹤0.01% | 490 |
|
|
2021
Q3 | $25K | Hold |
75
| – | – | ﹤0.01% | 494 |
|
|
2021
Q2 | $24K | Hold |
75
| – | – | ﹤0.01% | 497 |
|
|
2021
Q1 | $21K | Sell |
75
-6
| -7% | -$1.68K | ﹤0.01% | 481 |
|
|
2020
Q4 | $23K | Buy |
81
+59
| +268% | +$16.8K | ﹤0.01% | 453 |
|
|
2020
Q3 | $7K | Hold |
22
| – | – | ﹤0.01% | 553 |
|
|
2020
Q2 | $7K | Sell |
22
-36
| -62% | -$11.5K | ﹤0.01% | 590 |
|
|
2020
Q1 | $16K | Buy |
58
+6
| +12% | +$1.66K | ﹤0.01% | 445 |
|
|
2019
Q4 | $13K | Buy |
+52
| New | +$13K | ﹤0.01% | 503 |
|