WT Wealth Management’s Fiserv FI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,956	Closed	-$1.13M	–	108
2023 Q2	$1.13M	Buy	8,956 +432	+5%	+$54.5K	0.47%	64
2023 Q1	$963K	Buy	+8,524	New	+$963K	0.42%	75