Greystone Financial Group’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,800	Closed	-$655K	–	115
2023 Q3	$655K	Sell	5,800 -137	-2%	-$15.5K	0.16%	70
2023 Q2	$749K	Buy	+5,937	New	+$749K	0.17%	67