Ergawealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
1,378
| – | – | 0.11% | 57 |
|
|
2025
Q1 | $304K | Hold |
1,378
| – | – | 0.15% | 50 |
|
|
2024
Q4 | $283K | Hold |
1,378
| – | – | 0.14% | 52 |
|
|
2024
Q3 | $248K | Hold |
1,378
| – | – | 0.12% | 57 |
|
|
2024
Q2 | $205K | Hold |
1,378
| – | – | 0.11% | 60 |
|
|
2024
Q1 | $220K | Buy |
+1,378
| New | +$220K | 0.12% | 58 |
|