CFA
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Cahill Financial Advisors’s Fiserv FI Stock Holding History

Cahill Financial Advisors’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
Q4 		– Sell
-372
Closed -$41K – 419
2021
Q3 		$41K Buy
+372
New +$41K 0.01% 360