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Forthright Family Wealth Advisory’s Fiserv FI Stock Holding History

Forthright Family Wealth Advisory’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
-1,028
Closed -$227K – 54
2025
Q1 		$227K Hold
1,028
– – 0.15% 50
2024
Q4 		$211K Sell
1,028
-46
-4% -$9.45K 0.14% 55
2024
Q3 		$223K Buy
+1,074
New +$223K 0.14% 59