RMR Wealth Builders’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
1,803
-26
| -1% | -$4.48K | 0.03% | 220 |
|
|
2025
Q1 | $404K | Buy |
1,829
+30
| +2% | +$6.63K | 0.04% | 172 |
|
|
2024
Q4 | $370K | Sell |
1,799
-8
| -0.4% | -$1.64K | 0.04% | 184 |
|
|
2024
Q3 | $325K | Sell |
1,807
-372
| -17% | -$66.8K | 0.03% | 199 |
|
|
2024
Q2 | $325K | Sell |
2,179
-95
| -4% | -$14.2K | 0.04% | 187 |
|
|
2024
Q1 | $363K | Buy |
+2,274
| New | +$363K | 0.04% | 186 |
|
|
2021
Q2 | – | Sell |
-130
| Closed | -$15K | – | 346 |
|
|
2021
Q1 | $15K | Sell |
130
-85
| -40% | -$9.81K | ﹤0.01% | 551 |
|
|
2020
Q4 | $24K | Buy |
+215
| New | +$24K | 0.01% | 332 |
|