Accel 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
Q2 | – | Sell |
-120
| Closed | -$13.6K | – | 403 |
|
|
2023
Q1 | $13.6K | Hold |
120
| – | – | 0.01% | 810 |
|
|
2022
Q4 | $12.1K | Hold |
120
| – | – | 0.01% | 667 |
|
|
2022
Q3 | $12K | Hold |
120
| – | – | 0.01% | 691 |
|
|
2022
Q2 | $11K | Hold |
120
| – | – | 0.01% | 687 |
|
|
2022
Q1 | $12K | Hold |
120
| – | – | 0.01% | 678 |
|
|
2021
Q4 | $12K | Hold |
120
| – | – | 0.01% | 674 |
|
|
2021
Q3 | $13K | Hold |
120
| – | – | 0.01% | 581 |
|
|
2021
Q2 | $13K | Hold |
120
| – | – | 0.01% | 639 |
|
|
2021
Q1 | $14K | Buy |
+120
| New | +$14K | 0.01% | 589 |
|