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Fi3 Financial Advisors’s Fiserv FI Stock Holding History

Fi3 Financial Advisors’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
Q2 		– Sell
-1,015
Closed -$224K – 175
2025
Q1 		$224K Sell
1,015
-338
-25% -$74.6K 0.09% 111
2024
Q4 		$278K Sell
1,353
-33
-2% -$6.78K 0.1% 82
2024
Q3 		$249K Buy
+1,386
New +$249K 0.1% 81