WealthPlan Investment Management’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,576	Closed	-$300K	–	477
2022 Q4	$300K	Hold	2,576	–	–	0.02%	314
2022 Q3	$259K	Buy	+2,576	New	+$259K	0.02%	319
2022 Q1	$260K	Buy	+2,651	New	+$260K	0.02%	340