BerganKDV Wealth Management’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9
| Closed | -$6.63K | – | 1065 |
|
|
2023
Q1 | $6.63K | Hold |
9
| – | – | ﹤0.01% | 656 |
|
|
2022
Q4 | $5.67K | Hold |
9
| – | – | ﹤0.01% | 655 |
|
|
2022
Q3 | $5K | Sell |
9
-2
| -18% | -$1.11K | ﹤0.01% | 695 |
|
|
2022
Q2 | $6K | Hold |
11
| – | – | ﹤0.01% | 679 |
|
|
2022
Q1 | $7K | Hold |
11
| – | – | ﹤0.01% | 675 |
|
|
2021
Q4 | $7K | Hold |
11
| – | – | ﹤0.01% | 735 |
|
|
2021
Q3 | $7K | Hold |
11
| – | – | ﹤0.01% | 707 |
|
|
2021
Q2 | $7K | Hold |
11
| – | – | ﹤0.01% | 665 |
|
|
2021
Q1 | $6K | Hold |
11
| – | – | ﹤0.01% | 652 |
|
|
2020
Q4 | $7K | Hold |
11
| – | – | ﹤0.01% | 622 |
|
|
2020
Q3 | $5K | Sell |
11
-27
| -71% | -$12.3K | ﹤0.01% | 588 |
|
|
2020
Q2 | $17K | Buy |
38
+20
| +111% | +$8.95K | ﹤0.01% | 474 |
|
|
2020
Q1 | $6K | Buy |
18
+2
| +13% | +$667 | ﹤0.01% | 564 |
|
|
2019
Q4 | $9K | Buy |
+16
| New | +$9K | ﹤0.01% | 539 |
|