BerganKDV Wealth Management’s Wayfair W Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$653	Hold
2022 Q4	$625	Buy
2022 Q3	$0	Buy
2021 Q4	–	Sell
2021 Q3	$1K	Sell
2021 Q2	$16K	Buy
2021 Q1	$0	Buy