BWM
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BerganKDV Wealth Management’s ePlus PLUS Stock Holding History

BerganKDV Wealth Management’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-55
Closed -$2.7K – 1029
2023
Q1 		$2.7K Buy
+55
New +$2.7K ﹤0.01% 786