MWM
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MorganRosel Wealth Management’s Fiserv FI Stock Holding History

MorganRosel Wealth Management’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.33M Buy
7,741
+7,699
+18,331% +$1.33M 0.36% 46
2025
Q1 		$9.28K Buy
+42
New +$9.28K ﹤0.01% 252