Dechtman Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $449K | Hold |
2,188
| – | – | 0.09% | 38 |
|
|
2024
Q3 | $393K | Hold |
2,188
| – | – | 0.08% | 44 |
|
|
2024
Q2 | $326K | Hold |
2,188
| – | – | 0.07% | 44 |
|
|
2024
Q1 | $350K | Hold |
2,188
| – | – | 0.08% | 46 |
|
|
2023
Q4 | $290K | Hold |
2,188
| – | – | 0.08% | 45 |
|
|
2023
Q3 | $247K | Hold |
2,188
| – | – | 0.07% | 45 |
|
|
2023
Q2 | $276K | Buy |
+2,188
| New | +$276K | 0.08% | 44 |
|