SteelPeak Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,103
| Closed | -$2.9M | – | 509 |
|
|
2024
Q4 | $2.9M | Buy |
+14,103
| New | +$2.9M | 0.12% | 131 |
|
|
2021
Q1 | – | Sell |
-18,135
| Closed | -$2.07M | – | 362 |
|
|
2020
Q4 | $2.07M | Sell |
18,135
-7,208
| -28% | -$821K | 0.19% | 96 |
|
|
2020
Q3 | $2.61M | Buy |
25,343
+5,218
| +26% | +$538K | 0.28% | 81 |
|
|
2020
Q2 | $1.97M | Buy |
20,125
+315
| +2% | +$30.8K | 0.25% | 83 |
|
|
2020
Q1 | $1.88M | Sell |
19,810
-1,523
| -7% | -$145K | 0.3% | 72 |
|
|
2019
Q4 | $2.47M | Buy |
+21,333
| New | +$2.47M | 0.34% | 68 |
|