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Destination Wealth Management’s Fiserv FI Stock Holding History

Destination 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
2019
Q3 		– Sell
-410
Closed -$37K – 255
2019
Q2 		$37K Hold
410
– – ﹤0.01% 312
2019
Q1 		$36K Hold
410
– – ﹤0.01% 312
2018
Q4 		$30K Buy
+410
New +$30K ﹤0.01% 322