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GenTrust’s Fiserv FI Stock Holding History

GenTrust’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
-1,067
Closed -$236K – 184
2025
Q1 		$236K Sell
1,067
-25
-2% -$5.52K 0.01% 167
2024
Q4 		$224K Buy
+1,092
New +$224K 0.01% 181