BWM
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BerganKDV Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

BerganKDV Wealth Management’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		$16.4K Hold
200
– – ﹤0.01% 511
2023
Q1 		$16.6K Hold
200
– – ﹤0.01% 537
2022
Q4 		$17.2K Hold
200
– – ﹤0.01% 510
2022
Q3 		$15K Buy
+200
New +$15K ﹤0.01% 521