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Shelton Wealth Management’s Fiserv FI Stock Holding History

Shelton Wealth Management’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
Q2 		– Sell
-5,228
Closed -$836K – 127
2024
Q1 		$836K Buy
5,228
+963
+23% +$154K 0.53% 44
2023
Q4 		$567K Buy
+4,265
New +$567K 0.4% 50