Graham Capital Wealth Management’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-15,177
Closed -$1.35M 83
2022
Q2
$1.35M Sell
15,177
-31
-0.2% -$2.76K 1.18% 33
2022
Q1
$1.54M Buy
15,208
+2,520
+20% +$256K 1.37% 32
2021
Q4
$1.3M Buy
+12,688
New +$1.3M 1.06% 40