ACG Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2
| Closed | – | – | 500 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 959 |
|
|
2016
Q4 | – | Sell |
-15,120
| Closed | -$752K | – | 266 |
|
|
2016
Q3 | $752K | Hold |
15,120
| – | – | 0.16% | 122 |
|
|
2016
Q2 | $822K | Buy |
15,120
+1,440
| +11% | +$78.3K | 0.18% | 108 |
|
|
2016
Q1 | $702K | Sell |
13,680
-1,850
| -12% | -$94.9K | 0.16% | 110 |
|
|
2015
Q4 | $710K | Buy |
+15,530
| New | +$710K | 0.16% | 115 |
|