SteelPeak Wealth’s Fiserv FI Stock Holding History

SteelPeak Wealth’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$2.9M	Buy
2021 Q1	–	Sell
2020 Q4	$2.06M	Sell
2020 Q3	$2.61M	Buy
2020 Q2	$1.97M	Buy
2020 Q1	$1.88M	Sell
2019 Q4	$2.47M	Buy