QPWM
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Quadrant Private Wealth Management’s Fiserv FI Stock Holding History

Quadrant Private 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
2025
Q2 		– Sell
-1,146
Closed -$253K – 252
2025
Q1 		$253K Buy
1,146
+88
+8% +$19.4K 0.06% 193
2024
Q4 		$217K Buy
+1,058
New +$217K 0.05% 226