BWM
BerganKDV Wealth Management’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $664 | Hold |
3
| – | – | ﹤0.01% | 790 |
|
|
2023
Q1 | $626 | Hold |
3
| – | – | ﹤0.01% | 953 |
|
|
2022
Q4 | $502 | Hold |
3
| – | – | ﹤0.01% | 949 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1082 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1082 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 975 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1029 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1013 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 959 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 907 |
|
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 912 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1112 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1014 |
|
|
2019
Q4 | $0 | Sell |
3
-1
| -25% | – | ﹤0.01% | 983 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 757 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 779 |
|
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 759 |
|
|
2018
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 722 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 661 |
|
|
2018
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 656 |
|