Lee Financial’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34
| Closed | -$4.52K | – | 403 |
|
|
2023
Q4 | $4.52K | Buy |
34
+18
| +113% | +$2.39K | ﹤0.01% | 567 |
|
|
2023
Q3 | $1.81K | Hold |
16
| – | – | ﹤0.01% | 706 |
|
|
2023
Q2 | $2.02K | Hold |
16
| – | – | ﹤0.01% | 660 |
|
|
2023
Q1 | $1.81K | Sell |
16
-8
| -33% | -$905 | ﹤0.01% | 691 |
|
|
2022
Q4 | $2.43K | Buy |
24
+16
| +200% | +$1.62K | ﹤0.01% | 658 |
|
|
2022
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 755 |
|