SWS
SYSTM Wealth Solutions’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20,582
| Closed | -$3.07M | – | 287 |
|
|
2024
Q2 | $3.07M | Buy |
20,582
+5,379
| +35% | +$802K | 0.68% | 51 |
|
|
2024
Q1 | $2.43M | Buy |
15,203
+774
| +5% | +$124K | 0.31% | 94 |
|
|
2023
Q4 | $1.92M | Sell |
14,429
-2,403
| -14% | -$319K | 0.27% | 110 |
|
|
2023
Q3 | $1.9M | Sell |
16,832
-585
| -3% | -$66.1K | 0.29% | 96 |
|
|
2023
Q2 | $2.2M | Buy |
17,417
+232
| +1% | +$29.3K | 0.3% | 89 |
|
|
2023
Q1 | $1.94M | Buy |
17,185
+465
| +3% | +$52.6K | 0.3% | 82 |
|
|
2022
Q4 | $1.69M | Buy |
+16,720
| New | +$1.69M | 0.21% | 134 |
|