Frontier Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,124
| Closed | -$210K | – | 407 |
|
|
2022
Q1 | $210K | Buy |
+2,124
| New | +$210K | ﹤0.01% | 369 |
|
|
2021
Q4 | – | Sell |
-2,226
| Closed | -$242K | – | 433 |
|
|
2021
Q3 | $242K | Hold |
2,226
| – | – | 0.02% | 370 |
|
|
2021
Q2 | $238K | Sell |
2,226
-409
| -16% | -$43.7K | 0.02% | 377 |
|
|
2021
Q1 | $314K | Buy |
2,635
+158
| +6% | +$18.8K | 0.02% | 301 |
|
|
2020
Q4 | $282K | Buy |
2,477
+317
| +15% | +$36.1K | 0.02% | 302 |
|
|
2020
Q3 | $223K | Buy |
+2,160
| New | +$223K | 0.02% | 323 |
|
|
2019
Q4 | – | Sell |
-2,122
| Closed | -$220K | – | 310 |
|
|
2019
Q3 | $220K | Buy |
+2,122
| New | +$220K | 0.03% | 274 |
|