EWP
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Elevation Wealth Partners’s Fiserv FI Stock Holding History

Elevation 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
2025
Q1 		– Sell
-200
Closed -$41.1K – 504
2024
Q4 		$41.1K Hold
200
– – 0.02% 249
2024
Q3 		$35.9K Hold
200
– – 0.02% 254
2024
Q2 		$29.8K Hold
200
– – 0.01% 261
2024
Q1 		$32K Buy
+200
New +$32K 0.02% 261