TFO Wealth Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$479 | – | 301 |
|
|
2024
Q1 | $479 | Sell |
3
-7
| -70% | -$1.12K | ﹤0.01% | 276 |
|
|
2023
Q4 | $1.33K | Hold |
10
| – | – | ﹤0.01% | 166 |
|
|
2023
Q3 | $1.26K | Buy |
10
+7
| +233% | +$883 | ﹤0.01% | 244 |
|
|
2023
Q2 | $378 | Hold |
3
| – | – | ﹤0.01% | 342 |
|
|
2023
Q1 | $339 | Sell |
3
-12
| -80% | -$1.36K | ﹤0.01% | 342 |
|
|
2022
Q4 | $2.25K | Buy |
+15
| New | +$2.25K | ﹤0.01% | 242 |
|