Intelligent Financial Strategies’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-400
| Closed | -$45.2K | – | 83 |
|
|
2023
Q3 | $45.2K | Hold |
400
| – | – | 0.03% | 60 |
|
|
2023
Q2 | $50.5K | Hold |
400
| – | – | 0.04% | 59 |
|
|
2023
Q1 | $45.2K | Hold |
400
| – | – | 0.04% | 66 |
|
|
2022
Q4 | $40.4K | Hold |
400
| – | – | 0.03% | 70 |
|
|
2022
Q3 | $37K | Hold |
400
| – | – | 0.04% | 66 |
|
|
2022
Q2 | $36K | Hold |
400
| – | – | 0.04% | 67 |
|
|
2022
Q1 | $41K | Hold |
400
| – | – | 0.04% | 75 |
|
|
2021
Q4 | $42K | Buy |
+400
| New | +$42K | 0.04% | 76 |
|