SA
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Sanctuary Advisors’s Fiserv FI Stock Holding History

Sanctuary 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 		$9.12M Buy
42,221
+866
+2% +$187K 0.06% 339
2024
Q3 		$9.16M Sell
41,355
-16,910
-29% -$3.75M 0.06% 333
2024
Q2 		$9.08M Buy
+58,265
New +$9.08M 0.07% 307