Peak Financial Advisors’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-17,130	Closed	-$1.86M	–	85
2021 Q3	$1.86M	Buy	17,130 +262	+2%	+$28.4K	1.63%	23
2021 Q2	$1.8M	Buy	16,868 +6,081	+56%	+$650K	1.55%	22
2021 Q1	$1.28M	Buy	+10,787	New	+$1.28M	1.08%	34