BerganKDV Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$745K	Sell
2023 Q1	$733K	Buy
2022 Q4	$715K	Buy
2022 Q3	$626K	Buy
2022 Q2	$577K	Sell
2022 Q1	$685K	Buy
2021 Q4	$641K	Sell
2021 Q3	$678K	Sell
2021 Q2	$681K	Sell
2021 Q1	$671K	Buy