BerganKDV Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.34K | Sell |
100
-11
| -10% | -$478 | ﹤0.01% | 620 |
|
|
2023
Q1 | $3.6K | Hold |
111
| – | – | ﹤0.01% | 742 |
|
|
2022
Q4 | $3.17K | Sell |
111
-6
| -5% | -$172 | ﹤0.01% | 743 |
|
|
2022
Q3 | $4K | Hold |
117
| – | – | ﹤0.01% | 728 |
|
|
2022
Q2 | $4K | Buy |
117
+15
| +15% | +$513 | ﹤0.01% | 746 |
|
|
2022
Q1 | $10K | Sell |
102
-4
| -4% | -$392 | ﹤0.01% | 617 |
|
|
2021
Q4 | $15K | Buy |
106
+105
| +10,500% | +$14.9K | ﹤0.01% | 591 |
|
|
2021
Q3 | $0 | Sell |
1
-99
| -99% | – | ﹤0.01% | 1093 |
|
|
2021
Q2 | $11K | Sell |
100
-150
| -60% | -$16.5K | ﹤0.01% | 596 |
|
|
2021
Q1 | $25K | Buy |
+250
| New | +$25K | ﹤0.01% | 454 |
|