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N.E.W. Advisory Services’s Fiserv FI Stock Holding History

N.E.W. Advisory Services’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 		$263K Buy
1,528
+45
+3% +$7.76K 0.03% 161
2025
Q1 		$327K Sell
1,483
-82
-5% -$18.1K 0.03% 163
2024
Q4 		$321K Hold
1,565
– – 0.03% 148
2024
Q3 		$281K Hold
1,565
– – 0.03% 152
2024
Q2 		$233K Buy
+1,565
New +$233K 0.03% 162