Bogart Wealth LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.42K | Buy |
|
|||||
|
2025
Q2 | $6.55K | Sell |
|
|||||
|
2025
Q1 | $9.28K | Sell |
|
|||||
|
2024
Q4 | $8.83K | Buy |
|
|||||
|
2024
Q3 | $6.83K | Sell |
|
|||||
|
2024
Q2 | $6.26K | Hold |
|
|||||
|
2024
Q1 | $6.71K | Hold |
|
|||||
|
2023
Q4 | $5.58K | Hold |
|
|||||
|
2023
Q3 | $4.74K | Hold |
|
|||||
|
2023
Q2 | $5.3K | Hold |
|
|||||
|
2023
Q1 | $4.75K | Hold |
|
|||||
|
2022
Q4 | $4.25K | Hold |
|
|||||
|
2022
Q3 | $4K | Hold |
|
|||||
|
2022
Q2 | $4K | Hold |
|
|||||
|
2022
Q1 | $4K | Hold |
|
|||||
|
2021
Q4 | $4K | Hold |
|
|||||
|
2021
Q3 | $5K | Hold |
|
|||||
|
2021
Q2 | $4K | Buy |
|