WAM
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Wakefield Asset Management’s Fiserv FI Stock Holding History

Wakefield Asset Management’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
-21,200
Closed -$2.45M – 172
2019
Q4 		$2.45M Sell
21,200
-1,625
-7% -$188K 1.02% 29
2019
Q3 		$2.36M Buy
+22,825
New +$2.36M 1.03% 38