HWMA
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Heritage Wealth Management (Arizona)’s Fiserv FI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-200
Closed -$17.8K – 1048
2022
Q2 		$17.8K Buy
+200
New +$17.8K 0.01% 558