Gupta Wealth Management’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
$161K Sell
3,140
-400
-11% -$20.5K 0.04% 271
2015
Q4
$162K Sell
3,540
-1,008
-22% -$46.1K 0.04% 272
2015
Q3
$197K Buy
4,548
+1,624
+56% +$70.3K 0.05% 249
2015
Q2
$121K Hold
2,924
0.03% 322
2015
Q1
$116K Buy
+2,924
New +$116K 0.03% 285