WR Wealth Planners’s Fiserv FI Stock Holding History

WR Wealth Planners’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$853K	Buy
2024 Q3	$116K	Buy
2024 Q2	$95.8K	Sell
2024 Q1	$114K	Buy
2023 Q4	–	Sell
2023 Q3	$79.4K	Buy
2023 Q2	$59.7K	Buy
2023 Q1	$22.3K	Buy