BWM
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BerganKDV Wealth Management’s Prudential PUK Stock Holding History

BerganKDV Wealth Management’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-85
Closed -$2K – 1062
2020
Q1 		$2K Hold
85
– – ﹤0.01% 749
2019
Q4 		$3K Buy
+85
New +$3K ﹤0.01% 717