Rise 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 | $58.6K | Sell |
340
-20
| -6% | -$3.45K | 0.02% | 214 |
|
|
2025
Q1 | $79.5K | Buy |
360
+43
| +14% | +$9.5K | 0.04% | 173 |
|
|
2024
Q4 | $65.1K | Buy |
317
+2
| +0.6% | +$411 | 0.03% | 186 |
|
|
2024
Q3 | $56.6K | Hold |
315
| – | – | 0.03% | 217 |
|
|
2024
Q2 | $46.9K | Hold |
315
| – | – | 0.02% | 244 |
|
|
2024
Q1 | $50.3K | Buy |
+315
| New | +$50.3K | 0.03% | 230 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$452 | – | 722 |
|
|
2023
Q1 | $452 | Buy |
+4
| New | +$452 | ﹤0.01% | 740 |
|