Disciplined Investments’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-29
| Closed | -$3.66K | – | 608 |
|
2023
Q2 | $3.66K | Hold |
29
| – | – | ﹤0.01% | 475 |
|
2023
Q1 | $3.28K | Buy |
29
+2
| +7% | +$226 | ﹤0.01% | 509 |
|
2022
Q4 | $2.73K | Sell |
27
-5
| -16% | -$505 | ﹤0.01% | 517 |
|
2022
Q3 | $3K | Buy |
32
+1
| +3% | +$94 | ﹤0.01% | 515 |
|
2022
Q2 | $3K | Buy |
31
+7
| +29% | +$677 | ﹤0.01% | 541 |
|
2022
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 689 |
|