McGlone Suttner Wealth Management’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-655	Closed	-$87K	–	405
2023 Q4	$87K	Buy	+655	New	+$87K	0.02%	223