Accretive Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,498
| Closed | -$705K | – | 109 |
|
|
2021
Q3 | $705K | Buy |
6,498
+392
| +6% | +$42.5K | 0.5% | 82 |
|
|
2021
Q2 | $653K | Buy |
6,106
+501
| +9% | +$53.6K | 0.47% | 85 |
|
|
2021
Q1 | $667K | Buy |
5,605
+772
| +16% | +$91.9K | 0.6% | 73 |
|
|
2020
Q4 | $550K | Buy |
+4,833
| New | +$550K | 0.54% | 85 |
|