Nicola 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
Q3 | – | Sell |
-5,845
| Closed | -$520K | – | 133 |
|
|
2022
Q2 | $520K | Sell |
5,845
-5,367
| -48% | -$477K | 0.05% | 122 |
|
|
2022
Q1 | $1.14M | Hold |
11,212
| – | – | 0.1% | 107 |
|
|
2021
Q4 | $1.17M | Hold |
11,212
| – | – | 0.11% | 104 |
|
|
2021
Q3 | $1.22M | Hold |
11,212
| – | – | 0.13% | 100 |
|
|
2021
Q2 | $1.2M | Hold |
11,212
| – | – | 0.12% | 103 |
|
|
2021
Q1 | $1.34M | Buy |
+11,212
| New | +$1.34M | 0.15% | 103 |
|