B. Riley Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $432 | Buy |
4,852
+309
| +7% | +$28 | ﹤0.01% | 445 |
|
|
2022
Q1 | $461K | Sell |
4,543
-37
| -0.8% | -$3.76K | 0.04% | 348 |
|
|
2021
Q4 | $475K | Sell |
4,580
-55
| -1% | -$5.7K | 0.03% | 368 |
|
|
2021
Q3 | $503K | Buy |
+4,635
| New | +$503K | 0.04% | 335 |
|
|
2020
Q2 | – | Sell |
-2,810
| Closed | -$267K | – | 464 |
|
|
2020
Q1 | $267K | Buy |
+2,810
| New | +$267K | 0.03% | 378 |
|
|
2019
Q3 | – | Sell |
-2,246
| Closed | -$204 | – | 406 |
|
|
2019
Q2 | $204 | Buy |
+2,246
| New | +$204 | 0.03% | 352 |
|