Janiczek 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 | $13.6K | Buy |
91
+30
| +49% | +$4.47K | ﹤0.01% | 620 |
|
|
2024
Q1 | $9.75K | Hold |
61
| – | – | ﹤0.01% | 687 |
|
|
2023
Q4 | $8.1K | Buy |
61
+44
| +259% | +$5.85K | ﹤0.01% | 698 |
|
|
2023
Q3 | $1.92K | Hold |
17
| – | – | ﹤0.01% | 840 |
|
|
2023
Q2 | $2.15K | Hold |
17
| – | – | ﹤0.01% | 764 |
|
|
2023
Q1 | $1.97K | Hold |
17
| – | – | ﹤0.01% | 772 |
|
|
2022
Q4 | $1.74K | Buy |
17
+14
| +467% | +$1.43K | ﹤0.01% | 792 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 963 |
|
|
2022
Q2 | $0 | Sell |
3
-27
| -90% | – | ﹤0.01% | 987 |
|
|
2022
Q1 | $3K | Sell |
30
-138
| -82% | -$13.8K | ﹤0.01% | 728 |
|
|
2021
Q4 | $17K | Sell |
168
-31
| -16% | -$3.14K | 0.01% | 499 |
|
|
2021
Q3 | $22K | Buy |
199
+31
| +18% | +$3.43K | 0.01% | 440 |
|
|
2021
Q2 | $18K | Sell |
168
-19
| -10% | -$2.04K | 0.01% | 451 |
|
|
2021
Q1 | $22K | Buy |
187
+4
| +2% | +$471 | 0.01% | 383 |
|
|
2020
Q4 | $21K | Buy |
183
+120
| +190% | +$13.8K | 0.01% | 340 |
|
|
2020
Q3 | $6K | Buy |
63
+34
| +117% | +$3.24K | ﹤0.01% | 307 |
|
|
2020
Q2 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 236 |
|