ICA Group 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
Q2 | – | Sell |
-1,636
| Closed | -$261K | – | 962 |
|
|
2024
Q1 | $261K | Buy |
1,636
+180
| +12% | +$28.8K | 0.05% | 239 |
|
|
2023
Q4 | $193K | Buy |
+1,456
| New | +$193K | 0.04% | 259 |
|
|
2023
Q3 | – | Sell |
-818
| Closed | -$103K | – | 554 |
|
|
2023
Q2 | $103K | Sell |
818
-454
| -36% | -$57.3K | 0.03% | 329 |
|
|
2023
Q1 | $144K | Sell |
1,272
-645
| -34% | -$72.9K | 0.03% | 278 |
|
|
2022
Q4 | $194K | Sell |
1,917
-1,139
| -37% | -$115K | 0.05% | 259 |
|
|
2022
Q3 | $286K | Buy |
3,056
+447
| +17% | +$41.8K | 0.06% | 269 |
|
|
2022
Q2 | $286K | Hold |
2,609
| – | – | 0.05% | 297 |
|
|
2022
Q1 | $262K | Buy |
+2,609
| New | +$262K | 0.05% | 309 |
|