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BIP Wealth’s Fiserv FI Stock Holding History

BIP Wealth’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,086
Closed -$240K – 283
2025
Q1 		$240K Buy
1,086
+4
+0.4% +$883 0.02% 234
2024
Q4 		$222K Buy
+1,082
New +$222K 0.01% 244