Curi Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-528
| Closed | -$47K | – | 372 |
|
|
2022
Q2 | $47K | Buy |
528
+526
| +26,300% | +$46.8K | 0.01% | 229 |
|
|
2022
Q1 | $0 | Sell |
2
-16
| -89% | – | ﹤0.01% | 562 |
|
|
2021
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 444 |
|
|
2021
Q1 | – | Sell |
-102
| Closed | -$11K | – | 237 |
|
|
2020
Q4 | $11K | Buy |
+102
| New | +$11K | 0.01% | 242 |
|