Avanda Investment Management’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,883	Closed	-$2.67M	–	35
2024 Q3	$2.67M	Sell	14,883 -14,584	-49%	-$2.62M	0.52%	32
2024 Q2	$4.39M	Sell	29,467 -12,790	-30%	-$1.91M	0.66%	40
2024 Q1	$6.75M	Buy	+42,257	New	+$6.75M	0.91%	36