SW
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Simplicity Wealth’s Fiserv FI Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-18,397
Closed -$2.74M – 740
2024
Q2 		$2.74M Buy
18,397
+673
+4% +$100K 0.06% 296
2024
Q1 		$2.83M Buy
+17,724
New +$2.83M 0.07% 280