GBWM
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Granite Bay Wealth Management’s Fiserv FI Stock Holding History

Granite Bay 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
2024
Q1 		– Sell
-13,104
Closed -$1.61M – 138
2023
Q4 		$1.61M Hold
13,104
– – 0.01% 177
2023
Q3 		$1.61M Buy
+13,104
New +$1.61M 0.02% 183