BerganKDV Wealth Management’s M&T Bank MTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$5.38K	Buy
2020 Q2	–	Sell
2020 Q1	$1K	Hold
2019 Q4	$1K	Hold
2019 Q3	$1K	Hold
2019 Q2	$1K	Hold
2019 Q1	$1K	Hold
2018 Q4	$1K	Buy