Minot Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $357K | Sell |
4,018
-15
| -0.4% | -$1.33K | 0.09% | 131 |
|
|
2022
Q1 | $409K | Hold |
4,033
| – | – | 0.09% | 138 |
|
|
2021
Q4 | $419K | Sell |
4,033
-206
| -5% | -$21.4K | 0.08% | 142 |
|
|
2021
Q3 | $460K | Sell |
4,239
-77
| -2% | -$8.36K | 0.1% | 131 |
|
|
2021
Q2 | $475K | Buy |
4,316
+18
| +0.4% | +$1.98K | 0.1% | 126 |
|
|
2021
Q1 | $512K | Sell |
4,298
-87
| -2% | -$10.4K | 0.13% | 114 |
|
|
2020
Q4 | $499K | Hold |
4,385
| – | – | 0.15% | 99 |
|
|
2020
Q3 | $452K | Buy |
4,385
+200
| +5% | +$20.6K | 0.17% | 95 |
|
|
2020
Q2 | $409K | Buy |
4,185
+11
| +0.3% | +$1.08K | 0.2% | 87 |
|
|
2020
Q1 | $396K | Sell |
4,174
-1,370
| -25% | -$130K | 0.28% | 81 |
|
|
2019
Q4 | $677K | Buy |
+5,544
| New | +$677K | 0.31% | 78 |
|