BWM
FUND

BerganKDV Wealth Management’s Sprott Focus Trust FUND Stock Holding History

BerganKDV Wealth Management’s Portfolio FUND Stock Details FUND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,016
Closed -$26K – 1059
2021
Q2 		$26K Buy
+3,016
New +$26K ﹤0.01% 486