Greenup Street Wealth Management’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,175
Closed -$472K 99
2023
Q1
$472K Buy
+4,175
New +$472K 0.17% 61
2022
Q1
Sell
-3,396
Closed -$352K 82
2021
Q4
$352K Buy
+3,396
New +$352K 0.21% 67