BWM
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BerganKDV Wealth Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

BerganKDV Wealth Management’s Portfolio HNDL Stock Details HNDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		$286K Hold
14,070
– – 0.03% 205
2023
Q1 		$285K Hold
14,070
– – 0.03% 213
2022
Q4 		$275K Hold
14,070
– – 0.03% 210
2022
Q3 		$270K Hold
14,070
– – 0.03% 210
2022
Q2 		$290K Buy
+14,070
New +$290K 0.03% 216