BWM
BerganKDV Wealth Management’s Voya Financial VOYA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.37K | Hold |
33
| – | – | ﹤0.01% | 674 |
|
|
2023
Q1 | $2.36K | Hold |
33
| – | – | ﹤0.01% | 804 |
|
|
2022
Q4 | $2.03K | Sell |
33
-1
| -3% | -$61 | ﹤0.01% | 798 |
|
|
2022
Q3 | $2K | Sell |
34
-1
| -3% | -$59 | ﹤0.01% | 839 |
|
|
2022
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 858 |
|
|
2022
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 883 |
|
|
2021
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 942 |
|
|
2021
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 919 |
|
|
2021
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 858 |
|
|
2021
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 814 |
|
|
2020
Q4 | $2K | Sell |
35
-14
| -29% | -$800 | ﹤0.01% | 808 |
|
|
2020
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 733 |
|
|
2020
Q2 | $2K | Buy |
49
+26
| +113% | +$1.06K | ﹤0.01% | 793 |
|
|
2020
Q1 | $1K | Buy |
23
+14
| +156% | +$609 | ﹤0.01% | 893 |
|
|
2019
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 906 |
|