Tradition Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+1,323
| New | +$228K | 0.02% | 406 |
|
|
2024
Q1 | – | Sell |
-406
| Closed | -$54K | – | 658 |
|
|
2023
Q4 | $54K | Buy |
406
+45
| +12% | +$5.99K | 0.01% | 604 |
|
|
2023
Q3 | $41K | Hold |
361
| – | – | ﹤0.01% | 652 |
|
|
2023
Q2 | $46K | Buy |
361
+5
| +1% | +$637 | 0.01% | 647 |
|
|
2023
Q1 | $40K | Buy |
+356
| New | +$40K | 0.01% | 674 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 871 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1053 |
|