ERn Financial LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,015
| Closed | -$887K | – | 159 |
|
|
2025
Q1 | $887K | Sell |
4,015
-232
| -5% | -$51.2K | 0.14% | 103 |
|
|
2024
Q4 | $872K | Buy |
4,247
+5
| +0.1% | +$1.03K | 0.13% | 110 |
|
|
2024
Q3 | $762K | Buy |
4,242
+5
| +0.1% | +$898 | 0.12% | 116 |
|
|
2024
Q2 | $631K | Buy |
4,237
+4
| +0.1% | +$596 | 0.1% | 124 |
|
|
2024
Q1 | $677K | Sell |
4,233
-25
| -0.6% | -$4K | 0.12% | 118 |
|
|
2023
Q4 | $587K | Buy |
4,258
+4
| +0.1% | +$551 | 0.11% | 115 |
|
|
2023
Q3 | $481K | Buy |
4,254
+9
| +0.2% | +$1.02K | 0.1% | 123 |
|
|
2023
Q2 | $536K | Hold |
4,245
| – | – | 0.11% | 119 |
|
|
2023
Q1 | $480K | Sell |
4,245
-100
| -2% | -$11.3K | 0.11% | 122 |
|
|
2022
Q4 | $439K | Buy |
4,345
+43
| +1% | +$4.35K | 0.1% | 124 |
|
|
2022
Q3 | $403K | Sell |
4,302
-36
| -0.8% | -$3.37K | 0.1% | 119 |
|
|
2022
Q2 | $386K | Buy |
4,338
+1,176
| +37% | +$105K | 0.09% | 127 |
|
|
2022
Q1 | $321K | Buy |
3,162
+16
| +0.5% | +$1.62K | 0.07% | 133 |
|
|
2021
Q4 | $327K | Hold |
3,146
| – | – | 0.07% | 120 |
|
|
2021
Q3 | $341K | Buy |
+3,146
| New | +$341K | 0.09% | 105 |
|