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Planning Directions’s Fiserv FI Stock Holding History

Planning Directions’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,460
Closed -$329K – 71
2020
Q1 		$329K Buy
+3,460
New +$329K 0.46% 45