BerganKDV Wealth Management’s Controladora Vuela Compañía de Aviación VLRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,700
| Closed | -$148K | – | 1098 |
|
|
2021
Q2 | $148K | Hold |
7,700
| – | – | 0.02% | 272 |
|
|
2021
Q1 | $110K | Hold |
7,700
| – | – | 0.01% | 285 |
|
|
2020
Q4 | $96K | Hold |
7,700
| – | – | 0.01% | 282 |
|
|
2020
Q3 | $56K | Hold |
7,700
| – | – | 0.01% | 326 |
|
|
2020
Q2 | $41K | Hold |
7,700
| – | – | 0.01% | 373 |
|
|
2020
Q1 | $26K | Hold |
7,700
| – | – | 0.01% | 395 |
|
|
2019
Q4 | $80K | Hold |
7,700
| – | – | 0.01% | 301 |
|
|
2019
Q3 | $77K | Hold |
7,700
| – | – | 0.02% | 284 |
|
|
2019
Q2 | $72K | Hold |
7,700
| – | – | 0.01% | 296 |
|
|
2019
Q1 | $66K | Hold |
7,700
| – | – | 0.01% | 318 |
|
|
2018
Q4 | $41K | Hold |
7,700
| – | – | 0.01% | 323 |
|
|
2018
Q3 | $57K | Hold |
7,700
| – | – | 0.01% | 304 |
|
|
2018
Q2 | $39K | Buy |
+7,700
| New | +$39K | 0.01% | 347 |
|