EnRich Financial Partners’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	-402	Closed	-$82.6K	–	111
2024 Q4	$82.6K	Hold	402	–	–	0.03%	84
2024 Q3	$72.2K	Hold	402	–	–	0.02%	92
2024 Q2	$59.9K	Hold	402	–	–	0.02%	99
2024 Q1	$64.2K	Buy	+402	New	+$64.2K	0.02%	85