BWM
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BNC Wealth Management’s Fiserv FI Stock Holding History

BNC 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
2023
Q3 		– Sell
-16,270
Closed -$2.05M – 100
2023
Q2 		$2.05M Buy
+16,270
New +$2.05M 1.09% 34