RS
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R Squared’s Fiserv FI Stock Holding History

R Squared’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 		$505K Sell
2,928
-352
-11% -$60.7K 0.28% 105
2025
Q1 		$724K Buy
3,280
+2,570
+362% +$568K 0.77% 22
2024
Q4 		$146K Buy
+710
New +$146K 0.14% 173