DWP
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Daymark Wealth Partners’s Fiserv FI Stock Holding History

Daymark Wealth Partners’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 		$461K Buy
2,674
+667
+33% +$115K 0.02% 368
2025
Q1 		$443K Buy
2,007
+426
+27% +$94.1K 0.02% 347
2024
Q4 		$325K Buy
1,581
+462
+41% +$94.9K 0.01% 395
2024
Q3 		$201K Buy
+1,119
New +$201K 0.01% 501