BerganKDV Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-89
| Closed | -$6K | – | 1094 |
|
|
2020
Q1 | $6K | Hold |
89
| – | – | ﹤0.01% | 567 |
|
|
2019
Q4 | $7K | Hold |
89
| – | – | ﹤0.01% | 577 |
|
|
2019
Q3 | $6K | Hold |
89
| – | – | ﹤0.01% | 547 |
|
|
2019
Q2 | $6K | Hold |
89
| – | – | ﹤0.01% | 575 |
|
|
2019
Q1 | $5K | Hold |
89
| – | – | ﹤0.01% | 595 |
|
|
2018
Q4 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 574 |
|