BWP
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Bernardo Wealth Planning’s Fiserv FI Stock Holding History

Bernardo Wealth Planning’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,744
Closed -$201K – 143
2019
Q4 		$201K Buy
+1,744
New +$201K 0.12% 159