Global Wealth Management Investment Advisory’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-75
Closed -$9.96K 246
2023
Q4
$9.96K Buy
+75
New +$9.96K ﹤0.01% 293
2022
Q1
Sell
-170
Closed -$18K 503
2021
Q4
$18K Buy
170
+50
+42% +$5.29K 0.01% 265
2021
Q3
$13K Buy
+120
New +$13K ﹤0.01% 292