Omnia Family Wealth’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 |
-24
| Closed | -$2K | – | 245 |
|
|
2019
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 455 |
|
|
2018
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 405 |
|
|
2018
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 443 |
|
|
2018
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 424 |
|
|
2018
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 432 |
|
|
2017
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 435 |
|
|
2017
Q3 | $2K | Sell |
24
-48
| -67% | -$4K | ﹤0.01% | 450 |
|
|
2017
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 451 |
|
|
2017
Q1 | $4K | Hold |
72
| – | – | ﹤0.01% | 438 |
|
|
2016
Q4 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 430 |
|