Centennial Wealth Advisory’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,211
Closed -$363K 138
2023
Q3
$363K Sell
3,211
-461
-13% -$52.1K 0.2% 81
2023
Q2
$463K Buy
+3,672
New +$463K 0.24% 60