Executive Wealth Management’s Fiserv FI Stock Holding History

Executive Wealth Management’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell
2021 Q3	$5.14M	Sell
2021 Q2	$5.08M	Buy
2021 Q1	$5.24M	Buy
2020 Q4	$4.85M	Buy
2020 Q3	$3.94M	Buy