Maxwell Wealth Strategies’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.04M | Sell |
14,784
-225
| -1% | -$46.2K | 1.24% | 22 |
|
|
2024
Q3 | $3.05M | Buy |
15,009
+2,869
| +24% | +$582K | 1.3% | 22 |
|
|
2024
Q2 | $1.81M | Buy |
12,140
+86
| +0.7% | +$12.8K | 0.89% | 39 |
|
|
2024
Q1 | $1.78M | Buy |
12,054
+10,419
| +637% | +$1.54M | 0.9% | 41 |
|
|
2023
Q4 | $217K | Buy |
+1,635
| New | +$217K | 0.14% | 89 |
|