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Capital Advantage’s Fiserv FI Stock Holding History

Capital Advantage’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
Q2 		$223K Buy
1,295
+93
+8% +$16K 0.04% 133
2025
Q1 		$247K Hold
1,202
– – 0.05% 123
2024
Q4 		$247K Buy
+1,202
New +$247K 0.05% 123