BerganKDV Wealth Management’s Travel + Leisure Co TNL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$5.04K	Sell	125 -15	-11%	-$578	﹤0.01%	609
2023 Q1	$5.5K	Hold	140	–	–	﹤0.01%	680
2022 Q4	$5.1K	Hold	140	–	–	﹤0.01%	671
2022 Q3	$5K	Hold	140	–	–	﹤0.01%	697
2022 Q2	$5K	Hold	140	–	–	﹤0.01%	716
2022 Q1	$8K	Sell	140 -3	-2%	-$169	﹤0.01%	651
2021 Q4	$8K	Sell	143 -77	-35%	-$4.12K	﹤0.01%	711
2021 Q3	$12K	Hold	220	–	–	﹤0.01%	614
2021 Q2	$13K	Hold	220	–	–	﹤0.01%	571
2021 Q1	$13K	Hold	220	–	–	﹤0.01%	548
2020 Q4	$10K	Hold	220	–	–	﹤0.01%	577
2020 Q3	$7K	Hold	220	–	–	﹤0.01%	556
2020 Q2	$6K	Buy	220 +200	+1,000%	+$5.42K	﹤0.01%	614
2020 Q1	$0	Hold	20	–	–	﹤0.01%	1004
2019 Q4	$1K	Buy	+20	New	+$957	﹤0.01%	901