PWS
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Proactive Wealth Strategies’s Fiserv FI Stock Holding History

Proactive Wealth Strategies’s Portfolio FI Stock Details FI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,000
Closed -$221K – 137
2025
Q1 		$221K Hold
1,000
– – 0.12% 124
2024
Q4 		$205K Buy
+1,000
New +$205K 0.11% 128