BWM
BerganKDV Wealth Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-154
| Closed | -$7K | – | 994 |
|
|
2019
Q4 | $7K | Hold |
154
| – | – | ﹤0.01% | 571 |
|
|
2019
Q3 | $5K | Hold |
154
| – | – | ﹤0.01% | 567 |
|
|
2019
Q2 | $6K | Hold |
154
| – | – | ﹤0.01% | 573 |
|
|
2019
Q1 | $6K | Hold |
154
| – | – | ﹤0.01% | 579 |
|
|
2018
Q4 | $4K | Buy |
154
+4
| +3% | +$104 | ﹤0.01% | 571 |
|
|
2018
Q3 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 534 |
|