BerganKDV Wealth Management’s Zillow Z Stock Holding History

BerganKDV Wealth Management’s Portfolio Z Stock Details Z 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	$5.68K	Hold
2023 Q1	$5.03K	Hold
2022 Q4	$3.64K	Buy
2022 Q3	$3K	Hold
2022 Q2	$3K	Buy
2022 Q1	$0	Buy
2021 Q4	–	Sell
2021 Q3	$0	Buy
2021 Q2	–	Sell
2021 Q1	$14K	Buy