BerganKDV Wealth Management’s Vodafone VOD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,500
| Closed | -$75K | – | 1076 |
|
2022
Q1 | $75K | Hold |
4,500
| – | – | 0.01% | 345 |
|
2021
Q4 | $67K | Hold |
4,500
| – | – | 0.01% | 384 |
|
2021
Q3 | $70K | Sell |
4,500
-113
| -2% | -$1.76K | 0.01% | 361 |
|
2021
Q2 | $79K | Hold |
4,613
| – | – | 0.01% | 335 |
|
2021
Q1 | $85K | Hold |
4,613
| – | – | 0.01% | 315 |
|
2020
Q4 | $76K | Hold |
4,613
| – | – | 0.01% | 310 |
|
2020
Q3 | $62K | Sell |
4,613
-368
| -7% | -$4.95K | 0.01% | 315 |
|
2020
Q2 | $79K | Buy |
4,981
+368
| +8% | +$5.84K | 0.01% | 297 |
|
2020
Q1 | $64K | Hold |
4,613
| – | – | 0.01% | 300 |
|
2019
Q4 | $89K | Hold |
4,613
| – | – | 0.02% | 285 |
|
2019
Q3 | $92K | Buy |
4,613
+113
| +3% | +$2.25K | 0.02% | 266 |
|
2019
Q2 | $73K | Hold |
4,500
| – | – | 0.01% | 294 |
|
2019
Q1 | $82K | Hold |
4,500
| – | – | 0.02% | 298 |
|
2018
Q4 | $87K | Sell |
4,500
-4,500
| -50% | -$87K | 0.02% | 252 |
|
2018
Q3 | $195K | Buy |
+9,000
| New | +$195K | 0.04% | 205 |
|