Liberty Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-100
| Closed | -$11K | – | 482 |
|
|
2021
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 805 |
|
|
2021
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 631 |
|
|
2021
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 593 |
|
|
2020
Q4 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 586 |
|
|
2020
Q2 | – | Sell |
-7
| Closed | -$1K | – | 895 |
|
|
2020
Q1 | $1K | Sell |
7
-332
| -98% | -$47.4K | ﹤0.01% | 796 |
|
|
2019
Q4 | $39K | Sell |
339
-5
| -1% | -$575 | 0.03% | 295 |
|
|
2019
Q3 | $36K | Buy |
+344
| New | +$36K | 0.03% | 291 |
|