SWM
Segment Wealth Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,220
| Closed | -$769K | – | 214 |
|
|
2022
Q3 | $769K | Sell |
8,220
-68
| -0.8% | -$6.36K | 0.1% | 114 |
|
|
2022
Q2 | $737K | Sell |
8,288
-843
| -9% | -$75K | 0.09% | 114 |
|
|
2022
Q1 | $926K | Buy |
9,131
+440
| +5% | +$44.6K | 0.1% | 123 |
|
|
2021
Q4 | $902K | Sell |
8,691
-384
| -4% | -$39.9K | 0.09% | 127 |
|
|
2021
Q3 | $985K | Sell |
9,075
-330
| -4% | -$35.8K | 0.12% | 114 |
|
|
2021
Q2 | $1.01M | Sell |
9,405
-6
| -0.1% | -$641 | 0.12% | 113 |
|
|
2021
Q1 | $1.12M | Buy |
9,411
+362
| +4% | +$43.1K | 0.15% | 102 |
|
|
2020
Q4 | $1.03M | Buy |
9,049
+46
| +0.5% | +$5.24K | 0.15% | 103 |
|
|
2020
Q3 | $928K | Buy |
+9,003
| New | +$928K | 0.15% | 104 |
|