GWM
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Gitterman Wealth Management’s Fiserv FI Stock Holding History

Gitterman 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
Q1 		– Sell
-2,342
Closed -$237K – 93
2022
Q4 		$237K Buy
+2,342
New +$237K 0.12% 53