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Winnow Wealth’s Fiserv FI Stock Holding History

Winnow Wealth’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20
Closed -$4.26K – 362
2025
Q1 		$4.26K Buy
20
+6
+43% +$1.28K ﹤0.01% 251
2024
Q4 		$2.69K Buy
+14
New +$2.69K ﹤0.01% 248