UWS
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Unique Wealth Strategies’s Fiserv FI Stock Holding History

Unique Wealth Strategies’s Portfolio FI Stock Details FI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.14M Hold
7,108
– – 0.53% 45
2024
Q1 		$1.14M Buy
7,108
+844
+13% +$135K 0.56% 45
2023
Q4 		$832K Buy
+6,264
New +$832K 0.55% 57