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BerganKDV Wealth Management’s Advanced Energy AEIS Stock Holding History

BerganKDV Wealth Management’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-150
Closed -$12.9K – 1060
2022
Q4 		$12.9K Buy
+150
New +$12.9K ﹤0.01% 549