C2C Wealth Management’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,720	Closed	-$1.21M	–	140
2023 Q3	$1.21M	Buy	10,720 +20	+0.2%	+$2.26K	0.17%	66
2023 Q2	$1.38M	Buy	10,700 +5	+0%	+$643	0.18%	60
2023 Q1	$1.22M	Buy	+10,695	New	+$1.22M	0.2%	62