RWA
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Redmont Wealth Advisors’s Fiserv FI Stock Holding History

Redmont Wealth Advisors’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-231
Closed -$41.5K – 154
2024
Q3 		$41.5K Hold
231
– – 0.06% 99
2024
Q2 		$34.4K Hold
231
– – 0.05% 104
2024
Q1 		$36.9K Buy
+231
New +$36.9K 0.05% 107