Creative Financial Designs’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6K | Sell |
96
-2
| -2% | -$345 | ﹤0.01% | 1195 |
|
|
2025
Q1 | $21.6K | Buy |
+98
| New | +$21.6K | ﹤0.01% | 1064 |
|
|
2024
Q2 | – | Sell |
-75
| Closed | -$12K | – | 1679 |
|
|
2024
Q1 | $12K | Buy |
+75
| New | +$12K | ﹤0.01% | 1090 |
|
|
2022
Q4 | – | Sell |
-68
| Closed | -$6K | – | 1317 |
|
|
2022
Q3 | $6K | Hold |
68
| – | – | ﹤0.01% | 996 |
|
|
2022
Q2 | $6K | Sell |
68
-25
| -27% | -$2.21K | ﹤0.01% | 966 |
|
|
2022
Q1 | $9K | Hold |
93
| – | – | ﹤0.01% | 922 |
|
|
2021
Q4 | $10K | Buy |
93
+6
| +7% | +$645 | ﹤0.01% | 902 |
|
|
2021
Q3 | $9K | Buy |
87
+68
| +358% | +$7.03K | ﹤0.01% | 1033 |
|
|
2021
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 1323 |
|
|
2021
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 1126 |
|
|
2020
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 1087 |
|
|
2020
Q2 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 1025 |
|