GFWA
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Grey Fox Wealth Advisors’s Fiserv FI Stock Holding History

Grey Fox Wealth 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
2023
Q2 		– Sell
-76
Closed -$8.59K – 253
2023
Q1 		$8.59K Buy
+76
New +$8.59K 0.01% 319