Endurance Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $392K | Hold |
3,107
| – | – | 0.05% | 141 |
|
|
2023
Q1 | $351K | Hold |
3,107
| – | – | 0.05% | 147 |
|
|
2022
Q4 | $314K | Hold |
3,107
| – | – | 0.05% | 148 |
|
|
2022
Q3 | $291K | Hold |
3,107
| – | – | 0.05% | 155 |
|
|
2022
Q2 | $276K | Hold |
3,107
| – | – | 0.04% | 169 |
|
|
2022
Q1 | $315K | Hold |
3,107
| – | – | 0.04% | 167 |
|
|
2021
Q4 | $322K | Hold |
3,107
| – | – | 0.03% | 179 |
|
|
2021
Q3 | $337K | Hold |
3,107
| – | – | 0.04% | 175 |
|
|
2021
Q2 | $332K | Hold |
3,107
| – | – | 0.04% | 179 |
|
|
2021
Q1 | $370K | Hold |
3,107
| – | – | 0.04% | 169 |
|
|
2020
Q4 | $354K | Hold |
3,107
| – | – | 0.04% | 162 |
|
|
2020
Q3 | $320K | Buy |
3,107
+301
| +11% | +$31K | 0.05% | 159 |
|
|
2020
Q2 | $274K | Hold |
2,806
| – | – | 0.04% | 158 |
|
|
2020
Q1 | $267K | Buy |
+2,806
| New | +$267K | 0.05% | 152 |
|