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Halpern Financial’s Fiserv FI Stock Holding History

Halpern Financial’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
Q2 		– Sell
-202
Closed -$31.9K – 234
2024
Q1 		$31.9K Hold
202
– – 0.01% 112
2023
Q4 		$26.6K Hold
202
– – 0.01% 125
2023
Q3 		$22.8K Buy
202
+154
+321% +$17.4K 0.01% 119
2023
Q2 		$5.99K Buy
+48
New +$5.99K ﹤0.01% 208