BWM
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BerganKDV Wealth Management’s InvenTrust Properties IVT Stock Holding History

BerganKDV Wealth Management’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,584
Closed -$41K – 1016
2022
Q2 		$41K Buy
+1,584
New +$41K ﹤0.01% 402