Cassady Schiller Wealth Management’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$7.19K	Buy	+35	New	+$7.19K	﹤0.01%	371
2022 Q1	–	Sell	-3	Closed	–	–	281
2021 Q4	$0	Buy	+3	New	–	﹤0.01%	582