BerganKDV Wealth Management’s Standex International SXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-133
| Closed | -$11K | – | 1105 |
|
|
2022
Q3 | $11K | Hold |
133
| – | – | ﹤0.01% | 562 |
|
|
2022
Q2 | $11K | Hold |
133
| – | – | ﹤0.01% | 581 |
|
|
2022
Q1 | $13K | Hold |
133
| – | – | ﹤0.01% | 581 |
|
|
2021
Q4 | $15K | Hold |
133
| – | – | ﹤0.01% | 590 |
|
|
2021
Q3 | $13K | Hold |
133
| – | – | ﹤0.01% | 600 |
|
|
2021
Q2 | $13K | Hold |
133
| – | – | ﹤0.01% | 570 |
|
|
2021
Q1 | $13K | Hold |
133
| – | – | ﹤0.01% | 547 |
|
|
2020
Q4 | $10K | Hold |
133
| – | – | ﹤0.01% | 576 |
|
|
2020
Q3 | $8K | Hold |
133
| – | – | ﹤0.01% | 538 |
|
|
2020
Q2 | $8K | Hold |
133
| – | – | ﹤0.01% | 573 |
|
|
2020
Q1 | $7K | Hold |
133
| – | – | ﹤0.01% | 543 |
|
|
2019
Q4 | $11K | Hold |
133
| – | – | ﹤0.01% | 522 |
|
|
2019
Q3 | $10K | Hold |
133
| – | – | ﹤0.01% | 505 |
|
|
2019
Q2 | $10K | Hold |
133
| – | – | ﹤0.01% | 521 |
|
|
2019
Q1 | $10K | Hold |
133
| – | – | ﹤0.01% | 533 |
|
|
2018
Q4 | $9K | Hold |
133
| – | – | ﹤0.01% | 503 |
|
|
2018
Q3 | $14K | Hold |
133
| – | – | ﹤0.01% | 451 |
|
|
2018
Q2 | $14K | Buy |
+133
| New | +$14K | ﹤0.01% | 460 |
|