SWM
Sugarloaf Wealth Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $423K | Buy |
2,062
+41
| +2% | +$8.42K | 0.08% | 106 |
|
|
2024
Q3 | $363K | Buy |
2,021
+100
| +5% | +$18K | 0.07% | 112 |
|
|
2024
Q2 | $286K | Hold |
1,921
| – | – | 0.06% | 117 |
|
|
2024
Q1 | $307K | Buy |
1,921
+138
| +8% | +$22.1K | 0.06% | 112 |
|
|
2023
Q4 | $237K | Buy |
1,783
+129
| +8% | +$17.1K | 0.06% | 123 |
|
|
2023
Q3 | $187K | Buy |
1,654
+329
| +25% | +$37.2K | 0.05% | 135 |
|
|
2023
Q2 | $167K | Buy |
1,325
+410
| +45% | +$51.7K | 0.04% | 158 |
|
|
2023
Q1 | $103K | Buy |
+915
| New | +$103K | 0.03% | 197 |
|