Clear Point Advisors’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-220	Closed	-$39.5K	–	254
2024 Q3	$39.5K	Hold	220	–	–	0.03%	221
2024 Q2	$32.8K	Hold	220	–	–	0.03%	224
2024 Q1	$35.2K	Buy	220 +36	+20%	+$5.75K	0.03%	228
2023 Q4	$24.4K	Buy	+184	New	+$24.4K	0.02%	250