KFA
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Kays Financial Advisory’s Fiserv FI Stock Holding History

Kays Financial 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
2015
Q2 		– Sell
-10,158
Closed -$403K – 66
2015
Q1 		$403K Buy
10,158
+2,704
+36% +$107K 0.24% 39
2014
Q4 		$265K Buy
+7,454
New +$265K 0.18% 49