BerganKDV Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $153K | Buy |
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|
2023
Q1 | $12.1K | Hold |
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|
2022
Q4 | $11.8K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $14K | Buy |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $7K | Hold |
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|
2020
Q4 | $7K | Sell |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $9K | Buy |
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|
2020
Q1 | $4K | Buy |
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|
2019
Q4 | $3K | Buy |
|