Sound Income Strategies’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-220
| Closed | -$24.9K | – | 1128 |
|
|
2023
Q1 | $24.9K | Hold |
220
| – | – | ﹤0.01% | 383 |
|
|
2022
Q4 | $22.2K | Hold |
220
| – | – | ﹤0.01% | 377 |
|
|
2022
Q3 | $21K | Sell |
220
-80
| -27% | -$7.64K | ﹤0.01% | 353 |
|
|
2022
Q2 | $27K | Hold |
300
| – | – | ﹤0.01% | 301 |
|
|
2022
Q1 | $30K | Hold |
300
| – | – | ﹤0.01% | 299 |
|
|
2021
Q4 | $31K | Sell |
300
-5
| -2% | -$517 | ﹤0.01% | 300 |
|
|
2021
Q3 | $33K | Buy |
305
+5
| +2% | +$541 | ﹤0.01% | 272 |
|
|
2021
Q2 | $32K | Buy |
300
+27
| +10% | +$2.88K | ﹤0.01% | 286 |
|
|
2021
Q1 | $32.5K | Hold |
273
| – | – | 0.01% | 279 |
|
|
2020
Q4 | $31K | Hold |
273
| – | – | 0.01% | 262 |
|
|
2020
Q3 | $28K | Buy |
273
+2
| +0.7% | +$205 | 0.01% | 246 |
|
|
2020
Q2 | $26K | Hold |
271
| – | – | 0.01% | 233 |
|
|
2020
Q1 | $26K | Buy |
271
+80
| +42% | +$7.68K | 0.01% | 203 |
|
|
2019
Q4 | $22K | Hold |
191
| – | – | 0.01% | 224 |
|
|
2019
Q3 | $20K | Hold |
191
| – | – | 0.01% | 212 |
|
|
2019
Q2 | $17K | Hold |
191
| – | – | 0.01% | 248 |
|
|
2019
Q1 | $17K | Buy |
+191
| New | +$17K | 0.01% | 248 |
|