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IAM Advisory’s Fiserv FI Stock Holding History

IAM Advisory’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 		$229K Hold
1,328
– – 0.06% 93
2025
Q1 		$293K Hold
1,328
– – 0.08% 84
2024
Q4 		$273K Buy
+1,328
New +$273K 0.07% 87