CKW Financial Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,700
| Closed | -$349K | – | 213 |
|
|
2024
Q4 | $349K | Hold |
1,700
| – | – | 0.04% | 37 |
|
|
2024
Q3 | $308K | Sell |
1,700
-200
| -11% | -$36.2K | 0.04% | 42 |
|
|
2024
Q2 | $280K | Hold |
1,900
| – | – | 0.04% | 44 |
|
|
2024
Q1 | $301K | Hold |
1,900
| – | – | 0.04% | 45 |
|
|
2023
Q4 | $252K | Hold |
1,900
| – | – | 0.04% | 49 |
|
|
2023
Q3 | $215K | Hold |
1,900
| – | – | 0.03% | 51 |
|
|
2023
Q2 | $240K | Hold |
1,900
| – | – | 0.04% | 48 |
|
|
2023
Q1 | $215K | Hold |
1,900
| – | – | 0.04% | 38 |
|
|
2022
Q4 | $192K | Hold |
1,900
| – | – | 0.03% | 44 |
|
|
2022
Q3 | $178K | Hold |
1,900
| – | – | 0.03% | 46 |
|
|
2022
Q2 | $176K | Sell |
1,900
-100
| -5% | -$9.26K | 0.03% | 51 |
|
|
2022
Q1 | $206K | Buy |
2,000
+500
| +33% | +$51.5K | 0.03% | 49 |
|
|
2021
Q4 | $160K | Buy |
1,500
+400
| +36% | +$42.7K | 0.02% | 53 |
|
|
2021
Q3 | $121K | Hold |
1,100
| – | – | 0.02% | 70 |
|
|
2021
Q2 | $119K | Buy |
1,100
+400
| +57% | +$43.3K | 0.02% | 70 |
|
|
2021
Q1 | $83K | Buy |
700
+400
| +133% | +$47.4K | 0.01% | 78 |
|
|
2020
Q4 | $34K | Buy |
+300
| New | +$34K | 0.01% | 117 |
|