BerganKDV Wealth Management, LLC
- SEC CIK
- 0001660203
- Latest filing
- Jul 24, 2023
ARE holding history
Alexandria Real Estate Equities, Inc. in every 13F filed by BerganKDV Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ARE overviewAll 13F holders of AREFull Q2 2023 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −29−100.0% | Sold out | Holders |
| Q1 2023 | 29 | $3.64K | <0.1% | +27+1,350.0% | Added | Holders |
| Q4 2022 | 2 | $291 | <0.1% | −7−77.8% | Reduced | Holders |
| Q3 2022 | 9 | $1.00K | <0.1% | +3+50.0% | Added | Holders |
| Q2 2022 | 6 | $1.00K | <0.1% | +6 | New | Holders |