AWM
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Altium Wealth Management’s Fiserv FI Stock Holding History

Altium 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
2021
Q2 		– Sell
-1,963
Closed -$234K – 381
2021
Q1 		$234K Buy
1,963
+97
+5% +$11.6K 0.02% 335
2020
Q4 		$212K Buy
+1,866
New +$212K 0.02% 327