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Cardiff Park Advisors’s Fiserv FI Stock Holding History

Cardiff Park 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
2025
Q2 		– Sell
-1,064
Closed -$235K – 352
2025
Q1 		$235K Hold
1,064
– – 0.02% 235
2024
Q4 		$219K Buy
+1,064
New +$219K 0.02% 240