WBI Investments’s Fiserv FI Stock Holding History

WBI Investments’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$801K	Sell
2024 Q3	$714K	Buy
2016 Q2	–	Sell
2016 Q1	$4.3M	Sell
2015 Q4	$7.21M	Sell
2015 Q3	$7.46M	Sell
2015 Q2	$9.7M	Buy