Spectrum Investment Advisors’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,943
Closed -$311K 28
2024
Q1
$311K Hold
1,943
0.23% 25
2023
Q4
$258K Buy
+1,943
New +$258K 0.2% 29