BWM
ALD

BerganKDV Wealth Management’s WisdomTree Asia Local Debt Fund ALD Stock Holding History

BerganKDV Wealth Management’s Portfolio ALD Stock Details ALD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-89
Closed -$4K – 768
2018
Q4 		$4K Hold
89
– – ﹤0.01% 581
2018
Q3 		$4K Hold
89
– – ﹤0.01% 558
2018
Q2 		$4K Buy
+89
New +$4K ﹤0.01% 579