CAWM
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Capital A Wealth Management’s Fiserv FI Stock Holding History

Capital A Wealth Management’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
Q1 		$1.33K Sell
6
-1
-14% -$221 ﹤0.01% 508
2024
Q4 		$1.44K Buy
+7
New +$1.44K ﹤0.01% 512