CA
FI icon

Calton & Associates’s Fiserv FI Stock Holding History

Calton & Associates’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,839
Closed -$416K – 332
2018
Q1 		$416K Sell
5,839
-289
-5% -$20.6K 0.12% 179
2017
Q4 		$429K Buy
+6,128
New +$429K 0.11% 182