Connectus Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.08M | Sell |
19,258
-2,475
| -11% | -$396K | 0.08% | 149 |
|
|
2023
Q4 | $2.89M | Sell |
21,733
-24
| -0.1% | -$3.19K | 0.06% | 212 |
|
|
2023
Q3 | $2.46M | Buy |
21,757
+16,610
| +323% | +$1.88M | 0.05% | 228 |
|
|
2023
Q2 | $649K | Buy |
5,147
+95
| +2% | +$12K | 0.01% | 324 |
|
|
2023
Q1 | $571K | Buy |
+5,052
| New | +$571K | 0.01% | 329 |
|
|
2022
Q1 | – | Sell |
-4,162
| Closed | -$432K | – | 379 |
|
|
2021
Q4 | $432K | Buy |
+4,162
| New | +$432K | 0.02% | 275 |
|