BWM
BerganKDV Wealth Management’s SL Green Realty SLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $571 | Sell |
19
-10
| -34% | -$301 | ﹤0.01% | 803 |
|
|
2023
Q1 | $683 | Buy |
29
+18
| +164% | +$424 | ﹤0.01% | 944 |
|
|
2022
Q4 | $371 | Hold |
11
| – | – | ﹤0.01% | 980 |
|
|
2022
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 1059 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 932 |
|
|
2022
Q1 | $1K | Sell |
11
-1
| -8% | -$91 | ﹤0.01% | 958 |
|
|
2021
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 999 |
|
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 947 |
|
|
2021
Q1 | $1K | Sell |
12
-2
| -14% | -$167 | ﹤0.01% | 893 |
|
|
2020
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 898 |
|
|
2020
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 861 |
|
|
2020
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 898 |
|
|
2020
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 877 |
|
|
2019
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 893 |
|