Eagle Wealth Strategies’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,413
Closed -$290K 101
2024
Q4
$290K Hold
1,413
0.21% 71
2024
Q3
$254K Sell
1,413
-331
-19% -$59.5K 0.19% 91
2024
Q2
$260K Buy
+1,744
New +$260K 0.21% 75