BWM
PEO

BerganKDV Wealth Management’s Adams Natural Resources Fund PEO Stock Holding History

BerganKDV Wealth Management’s Portfolio PEO Stock Details PEO Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
2018
Q4 		$276K Buy
2018
Q3 		$364K Buy
2018
Q2 		$349K Sell
2018
Q1 		$324K Buy
2017
Q4 		$334K Buy