Focused Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$6.64K | – | 423 |
|
|
2023
Q4 | $6.64K | Hold |
50
| – | – | ﹤0.01% | 603 |
|
|
2023
Q3 | $5.65K | Hold |
50
| – | – | ﹤0.01% | 608 |
|
|
2023
Q2 | $6.31K | Hold |
50
| – | – | ﹤0.01% | 600 |
|
|
2023
Q1 | $5.65K | Hold |
50
| – | – | ﹤0.01% | 620 |
|
|
2022
Q4 | $5.05K | Hold |
50
| – | – | ﹤0.01% | 619 |
|
|
2022
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 596 |
|
|
2022
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 611 |
|
|
2022
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 618 |
|
|
2021
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 659 |
|
|
2021
Q2 | – | Sell |
-600
| Closed | -$71K | – | 882 |
|
|
2021
Q1 | $71K | Buy |
+600
| New | +$71K | 0.01% | 327 |
|