Beta Wealth Group’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 |
-3,400
| Closed | -$302K | – | 93 |
|
|
2022
Q2 | $302K | Buy |
3,400
+100
| +3% | +$8.88K | 0.2% | 65 |
|
|
2022
Q1 | $335K | Buy |
+3,300
| New | +$335K | 0.22% | 63 |
|
|
2021
Q2 | – | Sell |
-1,700
| Closed | -$202K | – | 67 |
|
|
2021
Q1 | $202K | Buy |
+1,700
| New | +$202K | 0.15% | 59 |
|