Sugarloaf Wealth Management’s Fiserv FI Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$423K	Buy
2024 Q3	$363K	Buy
2024 Q2	$286K	Hold
2024 Q1	$307K	Buy
2023 Q4	$237K	Buy
2023 Q3	$187K	Buy
2023 Q2	$167K	Buy
2023 Q1	$103K	Buy