KCS Wealth Advisory’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$496K	Sell	4,389 -13	-0.3%	-$1.47K	0.21%	94
2023 Q2	$555K	Hold	4,402	–	–	0.19%	98
2023 Q1	$498K	Sell	4,402 -4	-0.1%	-$452	0.19%	98
2022 Q4	$445K	Buy	4,406 +26	+0.6%	+$2.63K	0.19%	107
2022 Q3	$410K	Hold	4,380	–	–	0.19%	108
2022 Q2	$390K	Hold	4,380	–	–	0.17%	112
2022 Q1	$444K	Hold	4,380	–	–	0.21%	106
2021 Q4	$455K	Hold	4,380	–	–	0.18%	114
2021 Q3	$475K	Hold	4,380	–	–	0.22%	95
2021 Q2	$468K	Hold	4,380	–	–	0.22%	102
2021 Q1	$521K	Hold	4,380	–	–	0.27%	99
2020 Q4	$499K	Hold	4,380	–	–	0.33%	98
2020 Q3	$451K	Hold	4,380	–	–	0.36%	94
2020 Q2	$428K	Hold	4,380	–	–	0.35%	96
2020 Q1	$416K	Hold	4,380	–	–	0.42%	96
2019 Q4	$506K	Hold	4,380	–	–	0.38%	100
2019 Q3	$454K	Hold	4,380	–	–	0.31%	106
2019 Q2	$399K	Hold	4,380	–	–	0.32%	113
2019 Q1	$387K	Hold	4,380	–	–	0.34%	110
2018 Q4	$322K	Hold	4,380	–	–	0.34%	113
2018 Q3	$361K	Hold	4,380	–	–	0.34%	112
2018 Q2	$325K	Hold	4,380	–	–	0.3%	118
2018 Q1	$312K	Hold	4,380	–	–	0.28%	123
2017 Q4	$287K	Buy	+4,380	New	+$287K	0.28%	123