Confluence Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.39M | Sell |
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|
2020
Q2 | $1.38M | Buy |
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|
2020
Q1 | $1.28M | Buy |
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|
2019
Q4 | $1.55M | Sell |
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|
2019
Q3 | $1.39M | Buy |
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|
2019
Q2 | $1.22M | Sell |
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|
2019
Q1 | $1.19M | Sell |
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|
2018
Q4 | $991K | Sell |
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|
2018
Q3 | $1.14M | Sell |
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|
2018
Q2 | $1.04M | Sell |
|
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|
2018
Q1 | $1.01M | Sell |
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|
2017
Q4 | $935K | Sell |
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|
2017
Q3 | $939K | Sell |
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|
2017
Q2 | $900K | Buy |
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|
2017
Q1 | $835K | Sell |
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|
2016
Q4 | $957K | Sell |
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|
2016
Q3 | $937K | Sell |
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|
2016
Q2 | $1.06M | Sell |
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|
2016
Q1 | $1.22M | Buy |
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|
2015
Q4 | $726K | Buy |
|