Money Concepts Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,578
| Closed | -$261K | – | 1313 |
|
|
2022
Q4 | $261K | Buy |
2,578
+1,011
| +65% | +$102K | 0.01% | 596 |
|
|
2022
Q3 | $147K | Buy |
1,567
+105
| +7% | +$9.85K | 0.01% | 483 |
|
|
2022
Q2 | $135K | Sell |
1,462
-1,225
| -46% | -$113K | 0.01% | 502 |
|
|
2022
Q1 | $272K | Buy |
+2,687
| New | +$272K | 0.02% | 606 |
|