MW
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Milestone Wealth’s Fiserv FI Stock Holding History

Milestone Wealth’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 		$12K Hold
124
– – 0.01% 166
2022
Q2 		$11K Hold
124
– – 0.01% 164
2022
Q1 		$13K Hold
124
– – 0.01% 200
2021
Q4 		$13K Buy
+124
New +$13K 0.01% 200