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Cottonwood Capital Advisors’s Fiserv FI Stock Holding History

Cottonwood Capital 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 		$247K Buy
1,435
+6
+0.4% +$1.03K 0.17% 104
2025
Q1 		$316K Sell
1,429
-214
-13% -$47.3K 0.23% 85
2024
Q4 		$338K Buy
+1,643
New +$338K 0.24% 87