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Crestmont Private Wealth’s Fiserv FI Stock Holding History

Crestmont Private Wealth’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,228
Closed -$221K – 90
2024
Q3 		$221K Buy
+1,228
New +$221K 0.1% 88