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Goldstone Financial Group’s Fiserv FI Stock Holding History

Goldstone Financial Group’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 		$290K Hold
1,650
– – 0.04% 181
2025
Q1 		$364K Hold
1,650
– – 0.06% 156
2024
Q4 		$339K Hold
1,650
– – 0.05% 155
2024
Q3 		$296K Hold
1,650
– – 0.05% 154
2024
Q2 		$246K Buy
+1,650
New +$246K 0.05% 162