Elevatus Welath 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 | – | Sell |
-27,887
| Closed | -$5.01M | – | 111 |
|
|
2024
Q3 | $5.01M | Buy |
27,887
+16,097
| +137% | +$2.89M | 1.64% | 19 |
|
|
2024
Q2 | $1.76M | Sell |
11,790
-13,239
| -53% | -$1.97M | 0.66% | 43 |
|
|
2024
Q1 | $4M | Buy |
25,029
+778
| +3% | +$124K | 1.58% | 25 |
|
|
2023
Q4 | $3.22M | Buy |
+24,251
| New | +$3.22M | 1.46% | 24 |
|