BERGANKDV WEALTH MANAGEMENT, LLC – Salesforce, Inc. Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$523,000
portfolio value
BERGANKDV WEALTH MANAGEMENT, LLC quarter portfolio value change:
-12.85%
quarter
Salesforce, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.17% | -43 shares | -84K | $143.84 | 3.63K |
| Q2 2022 | share | Increase | +4.61% | 162 shares | -140K | $165.04 | 3.67K |
| Q1 2022 | share | Increase | +569.71% | 2.99K shares | 614K | $212.32 | 3.51K |
| Q4 2021 | share | Decrease | -5.75% | -32 shares | -18K | $255.33 | 525 |
| Q3 2021 | share | Increase | +39.25% | 157 shares | 53K | $271.22 | 557 |
| Q2 2021 | share | Increase | +33.33% | 100 shares | 34K | $244.27 | 400 |
| Q1 2021 | share | Decrease | -5.66% | -18 shares | -7K | $211.87 | 300 |
| Q4 2020 | share | Increase | +227.84% | 221 shares | 47K | $222.53 | 318 |
| Q3 2020 | share | Decrease | -77.28% | -330 shares | -56K | $251.32 | 97 |
| Q2 2020 | share | Decrease | -13.21% | -65 shares | 9K | $187.33 | 427 |
| Q1 2020 | share | Increase | +241.67% | 348 shares | 48K | $143.98 | 492 |
| Q4 2019 | share | Increase | 0.00% | 144 shares | 23K | $162.64 | 144 |