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Trivant Custom Portfolio Group’s Fiserv FI Stock Holding History

Trivant Custom Portfolio Group’s Portfolio FI Stock Details FI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$957K Buy
5,552
+389
+8% +$67.1K 0.53% 58
2025
Q1 		$1.14M Buy
5,163
+93
+2% +$20.5K 0.66% 43
2024
Q4 		$1.04M Buy
5,070
+103
+2% +$21.2K 0.61% 40
2024
Q3 		$892K Buy
+4,967
New +$892K 0.51% 47