BerganKDV Wealth Management’s Wyndham Hotels & Resorts WH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-21
| Closed | -$1.44K | – | 1090 |
|
2023
Q1 | $1.44K | Hold |
21
| – | – | ﹤0.01% | 870 |
|
2022
Q4 | $1.5K | Sell |
21
-37
| -64% | -$2.65K | ﹤0.01% | 831 |
|
2022
Q3 | $4K | Hold |
58
| – | – | ﹤0.01% | 732 |
|
2022
Q2 | $4K | Buy |
58
+1
| +2% | +$69 | ﹤0.01% | 749 |
|
2022
Q1 | $5K | Hold |
57
| – | – | ﹤0.01% | 740 |
|
2021
Q4 | $5K | Hold |
57
| – | – | ﹤0.01% | 791 |
|
2021
Q3 | $4K | Hold |
57
| – | – | ﹤0.01% | 798 |
|
2021
Q2 | $4K | Hold |
57
| – | – | ﹤0.01% | 744 |
|
2021
Q1 | $4K | Hold |
57
| – | – | ﹤0.01% | 709 |
|
2020
Q4 | $3K | Hold |
57
| – | – | ﹤0.01% | 751 |
|
2020
Q3 | $3K | Hold |
57
| – | – | ﹤0.01% | 666 |
|
2020
Q2 | $2K | Buy |
57
+37
| +185% | +$1.3K | ﹤0.01% | 797 |
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 898 |
|
2019
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 910 |
|