Carrera Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
1,249
-177
| -12% | -$30.5K | 0.04% | 134 |
|
|
2025
Q1 | $315K | Sell |
1,426
-1,124
| -44% | -$248K | 0.07% | 124 |
|
|
2024
Q4 | $524K | Sell |
2,550
-9,580
| -79% | -$1.97M | 0.12% | 95 |
|
|
2024
Q3 | $2.18M | Buy |
12,130
+1,809
| +18% | +$325K | 0.53% | 39 |
|
|
2024
Q2 | $1.54M | Buy |
+10,321
| New | +$1.54M | 0.5% | 37 |
|