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High Note Wealth’s Fiserv FI Stock Holding History

High Note Wealth’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$37.9K Sell
220
-104
-32% -$17.9K 0.01% 193
2025
Q1 		$71.5K Buy
324
+106
+49% +$23.4K 0.02% 150
2024
Q4 		$44.8K Buy
+218
New +$44.8K 0.01% 178