BerganKDV Wealth Management’s Snap SNAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-500
| Closed | -$5K | – | 1101 |
|
|
2022
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 692 |
|
|
2022
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 651 |
|
|
2022
Q1 | $18K | Hold |
500
| – | – | ﹤0.01% | 527 |
|
|
2021
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 524 |
|
|
2021
Q3 | $37K | Sell |
500
-25
| -5% | -$1.85K | ﹤0.01% | 441 |
|
|
2021
Q2 | $36K | Hold |
525
| – | – | ﹤0.01% | 433 |
|
|
2021
Q1 | $27K | Buy |
525
+25
| +5% | +$1.29K | ﹤0.01% | 445 |
|
|
2020
Q4 | $25K | Sell |
500
-500
| -50% | -$25K | ﹤0.01% | 439 |
|
|
2020
Q3 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 396 |
|
|
2020
Q2 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 439 |
|
|
2020
Q1 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 474 |
|
|
2019
Q4 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 477 |
|
|
2019
Q3 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 456 |
|
|
2019
Q2 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 477 |
|
|
2019
Q1 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 523 |
|
|
2018
Q4 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 534 |
|
|
2018
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 517 |
|
|
2018
Q2 | $13K | Buy |
+1,000
| New | +$13K | ﹤0.01% | 469 |
|