MBM Wealth Consultants’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-637
| Closed | -$48K | – | 168 |
|
|
2023
Q1 | $48K | Hold |
637
| – | – | 0.02% | 159 |
|
|
2022
Q4 | $64K | Sell |
637
-4,963
| -89% | -$499K | 0.03% | 150 |
|
|
2022
Q3 | $534K | Buy |
5,600
+183
| +3% | +$17.5K | 0.26% | 46 |
|
|
2022
Q2 | $482K | Buy |
5,417
+318
| +6% | +$28.3K | 0.24% | 51 |
|
|
2022
Q1 | $517K | Buy |
5,099
+203
| +4% | +$20.6K | 0.21% | 62 |
|
|
2021
Q4 | $508K | Buy |
4,896
+1,540
| +46% | +$160K | 0.21% | 62 |
|
|
2021
Q3 | $364K | Buy |
+3,356
| New | +$364K | 0.17% | 76 |
|