BerganKDV Wealth Management’s Travel + Leisure Co TNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.04K | Sell |
125
-15
| -11% | -$605 | ﹤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% | 696 |
|
|
2022
Q2 | $5K | Hold |
140
| – | – | ﹤0.01% | 716 |
|
|
2022
Q1 | $8K | Sell |
140
-3
| -2% | -$171 | ﹤0.01% | 651 |
|
|
2021
Q4 | $8K | Sell |
143
-77
| -35% | -$4.31K | ﹤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% | +$5.46K | ﹤0.01% | 614 |
|
|
2020
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1004 |
|
|
2019
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 901 |
|