BerganKDV Wealth Management’s Donaldson DCI Stock Holding History

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.19M	Buy
2020 Q2	–	Sell
2020 Q1	$270K	Sell
2019 Q4	$576K	Hold
2019 Q3	$521K	Hold
2019 Q2	$509K	Hold
2019 Q1	$501K	Buy