KPPF
FI icon

Klein Pavlis & Peasley Financial’s Fiserv FI Stock Holding History

Klein Pavlis & Peasley Financial’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,706
Closed -$758K – 78
2023
Q4 		$758K Buy
+5,706
New +$758K 0.71% 54