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Asset Allocation & Management Company’s Fiserv FI Stock Holding History

Asset Allocation & Management Company’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
-1,091
Closed -$241K – 98
2025
Q1 		$241K Hold
1,091
– – 0.12% 80
2024
Q4 		$224K Buy
+1,091
New +$224K 0.12% 80