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

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