Ascent Wealth Partners’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,050
Closed -$208K 144
2022
Q1
$208K Sell
2,050
-45
-2% -$4.57K 0.04% 141
2021
Q4
$217K Buy
+2,095
New +$217K 0.04% 140