BerganKDV Wealth Management’s Volta Inc. VLTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100
| Closed | -$36 | – | 1130 |
|
|
2022
Q4 | $36 | Hold |
100
| – | – | ﹤0.01% | 1029 |
|
|
2022
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 1096 |
|
|
2022
Q2 | $0 | Buy |
+100
| New | – | ﹤0.01% | 1094 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$1K | – | 1128 |
|
|
2021
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 1042 |
|
|
2021
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 1023 |
|
|
2021
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 968 |
|
|
2021
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 917 |
|