Executive Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-47,426
| Closed | -$5.15M | – | 201 |
|
|
2021
Q3 | $5.15M | Sell |
47,426
-76
| -0.2% | -$8.25K | 0.57% | 60 |
|
|
2021
Q2 | $5.08M | Buy |
47,502
+3,487
| +8% | +$373K | 0.56% | 61 |
|
|
2021
Q1 | $5.24M | Buy |
44,015
+1,390
| +3% | +$165K | 0.61% | 51 |
|
|
2020
Q4 | $4.85M | Buy |
42,625
+4,417
| +12% | +$503K | 0.6% | 47 |
|
|
2020
Q3 | $3.94M | Buy |
+38,208
| New | +$3.94M | 0.54% | 49 |
|