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CFM Wealth Partners’s Fiserv FI Stock Holding History

CFM Wealth Partners’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,097
Closed -$204K – 262
2020
Q2 		$204K Sell
2,097
-135
-6% -$13.1K 0.08% 141
2020
Q1 		$212K Hold
2,232
– – 0.1% 122
2019
Q4 		$268K Buy
+2,232
New +$268K 0.1% 126