Integrated Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-162
| Closed | -$8K | – | 502 |
|
|
2016
Q3 | $8K | Buy |
162
+94
| +138% | +$4.64K | ﹤0.01% | 807 |
|
|
2016
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 957 |
|
|
2016
Q1 | $3K | Sell |
68
-210
| -76% | -$9.27K | ﹤0.01% | 924 |
|
|
2015
Q4 | $13K | Hold |
278
| – | – | 0.01% | 698 |
|
|
2015
Q3 | $12K | Buy |
278
+210
| +309% | +$9.07K | 0.01% | 718 |
|
|
2015
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 1048 |
|
|
2015
Q1 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 1090 |
|