Clearview Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30
| Closed | -$3.79K | – | 290 |
|
|
2023
Q2 | $3.79K | Sell |
30
-20
| -40% | -$2.52K | ﹤0.01% | 456 |
|
|
2023
Q1 | $5.65K | Buy |
50
+20
| +67% | +$2.26K | 0.01% | 414 |
|
|
2022
Q4 | $3.03K | Hold |
30
| – | – | ﹤0.01% | 446 |
|
|
2022
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 451 |
|
|
2022
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 470 |
|
|
2022
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 486 |
|
|
2021
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 544 |
|
|
2021
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 546 |
|
|
2021
Q2 | $3K | Sell |
30
-30
| -50% | -$3K | ﹤0.01% | 543 |
|
|
2021
Q1 | $7K | Hold |
60
| – | – | ﹤0.01% | 446 |
|
|
2020
Q4 | $7K | Buy |
+60
| New | +$7K | ﹤0.01% | 415 |
|