Insight Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,137
| Closed | -$357K | – | 53 |
|
|
2020
Q4 | $357K | Hold |
3,137
| – | – | 0.22% | 40 |
|
|
2020
Q3 | $323K | Hold |
3,137
| – | – | 0.31% | 40 |
|
|
2020
Q2 | $306K | Hold |
3,137
| – | – | 0.31% | 31 |
|
|
2020
Q1 | $298K | Sell |
3,137
-212
| -6% | -$20.1K | 0.39% | 29 |
|
|
2019
Q4 | $387K | Buy |
+3,349
| New | +$387K | 0.38% | 32 |
|