HighMark 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
Q3 | – | Sell |
-30
| Closed | -$4.47K | – | 605 |
|
|
2024
Q2 | $4.47K | Sell |
30
-38
| -56% | -$5.66K | ﹤0.01% | 403 |
|
|
2024
Q1 | $10.9K | Sell |
68
-5
| -7% | -$799 | 0.01% | 264 |
|
|
2023
Q4 | $9.7K | Buy |
73
+5
| +7% | +$664 | 0.01% | 265 |
|
|
2023
Q3 | $7.68K | Hold |
68
| – | – | 0.01% | 295 |
|
|
2023
Q2 | $7.57K | Buy |
68
+8
| +13% | +$890 | 0.01% | 296 |
|
|
2023
Q1 | $6.78K | Hold |
60
| – | – | 0.01% | 350 |
|
|
2022
Q4 | $6.06K | Buy |
+60
| New | +$6.06K | ﹤0.01% | 317 |
|