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INVST’s Fiserv FI Stock Holding History

INVST’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
Q1 		$247K Sell
1,117
-64
-5% -$14.1K 0.03% 257
2024
Q4 		$243K Buy
1,181
+6
+0.5% +$1.23K 0.03% 224
2024
Q3 		$211K Buy
+1,175
New +$211K 0.03% 235