Artemis Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-208
| Closed | -$23.5K | – | 42 |
|
|
2023
Q3 | $23.5K | Hold |
208
| – | – | ﹤0.01% | 57 |
|
|
2023
Q2 | $26.2K | Hold |
208
| – | – | ﹤0.01% | 56 |
|
|
2023
Q1 | $23.5K | Sell |
208
-7
| -3% | -$791 | 0.01% | 48 |
|
|
2022
Q4 | $21.7K | Sell |
215
-561
| -72% | -$56.7K | 0.01% | 58 |
|
|
2022
Q3 | $72.6K | Hold |
776
| – | – | 0.02% | 42 |
|
|
2022
Q2 | $69K | Buy |
+776
| New | +$69K | 0.02% | 59 |
|