Northwest Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-179
| Closed | -$16K | – | 238 |
|
|
2019
Q1 | $16K | Hold |
179
| – | – | 0.01% | 302 |
|
|
2018
Q4 | $13K | Sell |
179
-125
| -41% | -$9.08K | 0.01% | 301 |
|
|
2018
Q3 | $25K | Hold |
304
| – | – | 0.02% | 278 |
|
|
2018
Q2 | $23K | Hold |
304
| – | – | 0.02% | 290 |
|
|
2018
Q1 | $22K | Buy |
+304
| New | +$22K | 0.02% | 296 |
|