Blue Bell Private Wealth Management’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 |
-10
| Closed | -$1.13K | – | 718 |
|
|
2023
Q3 | $1.13K | Hold |
10
| – | – | ﹤0.01% | 619 |
|
|
2023
Q2 | $1.26K | Hold |
10
| – | – | ﹤0.01% | 622 |
|
|
2023
Q1 | $1.13K | Sell |
10
-25
| -71% | -$2.83K | ﹤0.01% | 606 |
|
|
2022
Q4 | $3.54K | Hold |
35
| – | – | ﹤0.01% | 514 |
|
|
2022
Q3 | $3K | Sell |
35
-45
| -56% | -$3.86K | ﹤0.01% | 544 |
|
|
2022
Q2 | $7K | Buy |
80
+10
| +14% | +$875 | ﹤0.01% | 435 |
|
|
2022
Q1 | $7K | Sell |
70
-5
| -7% | -$500 | ﹤0.01% | 482 |
|
|
2021
Q4 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 439 |
|