BerganKDV Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.1K | Hold |
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|
2023
Q1 | $4.24K | Hold |
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|
2022
Q4 | $4.34K | Sell |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $19K | Hold |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $18K | Hold |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $16K | Sell |
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|
2020
Q3 | $13K | Sell |
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|
2020
Q2 | $17K | Buy |
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|
2020
Q1 | $14K | Buy |
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|
2019
Q4 | $20K | Buy |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $13K | Sell |
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|
2018
Q3 | $43K | Hold |
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|
2018
Q2 | $47K | Buy |
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