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Lifeworks Advisors’s Fiserv FI Stock Holding History

Lifeworks Advisors’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,634
Closed -$234K – 136
2022
Q2 		$234K Hold
2,634
– – 0.15% 119
2022
Q1 		$267K Hold
2,634
– – 0.18% 108
2021
Q4 		$273K Buy
+2,634
New +$273K 0.22% 99