Insight Wealth Strategies’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-17,924	Closed	-$2.86M	–	162
2024 Q1	$2.86M	Sell	17,924 -1,467	-8%	-$234K	0.42%	55
2023 Q4	$2.58M	Buy	19,391 +12,142	+167%	+$1.61M	0.42%	43
2023 Q3	$819K	Buy	+7,249	New	+$819K	0.16%	102