BWM
FI icon

BKM Wealth Management’s Fiserv FI Stock Holding History

BKM Wealth Management’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-839
Closed -$134K – 162
2024
Q1 		$134K Buy
839
+504
+150% +$80.5K 0.06% 175
2023
Q4 		$44.5K Buy
+335
New +$44.5K 0.02% 269