BerganKDV Wealth Management’s Shaw Communications Inc. SJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-198
| Closed | -$3K | – | 1124 |
|
|
2020
Q1 | $3K | Hold |
198
| – | – | ﹤0.01% | 705 |
|
|
2019
Q4 | $4K | Hold |
198
| – | – | ﹤0.01% | 687 |
|
|
2019
Q3 | $4K | Hold |
198
| – | – | ﹤0.01% | 594 |
|
|
2019
Q2 | $4K | Hold |
198
| – | – | ﹤0.01% | 622 |
|
|
2019
Q1 | $4K | Hold |
198
| – | – | ﹤0.01% | 624 |
|
|
2018
Q4 | $4K | Buy |
+198
| New | +$4K | ﹤0.01% | 576 |
|