Prevail Innovative Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Hold |
1,739
| – | – | 0.07% | 175 |
|
|
2025
Q1 | $384K | Hold |
1,739
| – | – | 0.1% | 151 |
|
|
2024
Q4 | $357K | Buy |
1,739
+102
| +6% | +$21K | 0.1% | 135 |
|
|
2024
Q3 | $294K | Sell |
1,637
-2
| -0.1% | -$359 | 0.09% | 138 |
|
|
2024
Q2 | $244K | Buy |
1,639
+7
| +0.4% | +$1.04K | 0.09% | 135 |
|
|
2024
Q1 | $261K | Buy |
1,632
+32
| +2% | +$5.11K | 0.1% | 144 |
|
|
2023
Q4 | $213K | Buy |
+1,600
| New | +$213K | 0.1% | 128 |
|
|
2023
Q3 | – | Sell |
-1,600
| Closed | -$202K | – | 133 |
|
|
2023
Q2 | $202K | Buy |
+1,600
| New | +$202K | 0.11% | 99 |
|