Resurgent Financial Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-162
| Closed | -$21.5K | – | 281 |
|
|
2023
Q4 | $21.5K | Buy |
+162
| New | +$21.5K | 0.01% | 476 |
|
|
2023
Q3 | – | Sell |
-406
| Closed | -$51.2K | – | 497 |
|
|
2023
Q2 | $51.2K | Hold |
406
| – | – | 0.03% | 325 |
|
|
2023
Q1 | $45.9K | Sell |
406
-324
| -44% | -$36.6K | 0.03% | 339 |
|
|
2022
Q4 | $73.8K | Buy |
+730
| New | +$73.8K | 0.04% | 354 |
|