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Truvvo Partners’s Fiserv FI Stock Holding History

Truvvo Partners’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,801
Closed -$208K – 40
2019
Q4 		$208K Sell
1,801
-875
-33% -$101K 0.11% 37
2019
Q3 		$278K Buy
+2,676
New +$278K 0.15% 36