Graves Light Lenhart Wealth’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 |
-61
| Closed | -$6K | – | 640 |
|
|
2022
Q1 | $6K | Sell |
61
-23
| -27% | -$2.26K | ﹤0.01% | 578 |
|
|
2021
Q4 | $9K | Hold |
84
| – | – | ﹤0.01% | 611 |
|
|
2021
Q3 | $9K | Hold |
84
| – | – | ﹤0.01% | 569 |
|
|
2021
Q2 | $9K | Hold |
84
| – | – | ﹤0.01% | 571 |
|
|
2021
Q1 | $10K | Buy |
84
+23
| +38% | +$2.74K | ﹤0.01% | 565 |
|
|
2020
Q4 | $7K | Buy |
+61
| New | +$7K | ﹤0.01% | 586 |
|