BWM
BerganKDV Wealth Management’s Vericel Corp VCEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,900
| Closed | -$155K | – | 1101 |
|
|
2020
Q1 | $155K | Sell |
16,900
-9,100
| -35% | -$83.5K | 0.03% | 223 |
|
|
2019
Q4 | $452K | Sell |
26,000
-14,000
| -35% | -$243K | 0.08% | 157 |
|
|
2019
Q3 | $606K | Hold |
40,000
| – | – | 0.12% | 119 |
|
|
2019
Q2 | $756K | Hold |
40,000
| – | – | 0.15% | 110 |
|
|
2019
Q1 | $700K | Buy |
+40,000
| New | +$700K | 0.14% | 109 |
|