Householder Group Estate & Retirement Specialist’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-59
| Closed | -$10K | – | 759 |
|
|
2024
Q3 | $10K | Buy |
59
+28
| +90% | +$4.75K | ﹤0.01% | 808 |
|
|
2024
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 962 |
|
|
2024
Q1 | $4.95K | Sell |
31
-20
| -39% | -$3.2K | ﹤0.01% | 930 |
|
|
2023
Q4 | $6K | Hold |
51
| – | – | ﹤0.01% | 859 |
|
|
2023
Q3 | $5.76K | Buy |
+51
| New | +$5.76K | ﹤0.01% | 906 |
|
|
2023
Q1 | $6K | Buy |
+51
| New | +$6K | ﹤0.01% | 910 |
|
|
2022
Q4 | – | Sell |
-123
| Closed | -$11K | – | 567 |
|
|
2022
Q3 | $11K | Buy |
+123
| New | +$11K | ﹤0.01% | 703 |
|