BerganKDV Wealth Management’s Unity U Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$4.34K	Sell
2023 Q1	$3.6K	Hold
2022 Q4	$3.17K	Sell
2022 Q3	$4K	Hold
2022 Q2	$4K	Buy
2022 Q1	$10K	Sell
2021 Q4	$15K	Buy
2021 Q3	$0	Sell
2021 Q2	$11K	Sell
2021 Q1	$25K	Buy