BWM
CA

BerganKDV Wealth Management’s CA, Inc. CA Stock Holding History

BerganKDV Wealth Management’s Portfolio CA Stock Details CA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-600
Closed -$26K – 735
2018
Q3 		$26K Hold
600
– – 0.01% 396
2018
Q2 		$21K Buy
+600
New +$21K ﹤0.01% 426