BerganKDV Wealth Management’s Residential REIT ETF HAUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-614	Closed	-$9.24K	–	1086
2022 Q4	$9.24K	Buy	+614	New	+$9.43K	﹤0.01%	589

Other funds holding HAUS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BerganKDV Wealth Management's HAUS Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Residential REIT ETF (HAUS) in Q1 2023, closing a stake of 614 shares — an estimated $9.24K sold.

BerganKDV Wealth Management first reported a position in HAUS in Q4 2022 and held it in 1 quarter. The position peaked at $9.24K in Q4 2022. 2 funds tracked by Wall St. Rank hold HAUS as of Q1 2023.

BerganKDV Wealth Management reported no remaining Residential REIT ETF position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 614 Residential REIT ETF shares in Q1 2023, an estimated $9.24K.
BerganKDV Wealth Management first reported a position in Residential REIT ETF in Q4 2022 and held it in 1 quarter.
BerganKDV Wealth Management's Residential REIT ETF position peaked at $9.24K in Q4 2022.
2 funds tracked by Wall St. Rank held Residential REIT ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.