BerganKDV Wealth Management’s Broadridge BR Stock Holding History

BerganKDV Wealth Management’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$24K	Sell
2023 Q1	$21.7K	Buy
2022 Q4	$19.4K	Hold
2022 Q3	$21K	Hold
2022 Q2	$21K	Hold
2022 Q1	$23K	Hold
2021 Q4	$27K	Hold
2021 Q3	$24K	Buy