Transform Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,230
| Closed | -$706K | – | 220 |
|
|
2020
Q2 | $706K | Sell |
7,230
-27,190
| -79% | -$2.66M | 0.12% | 122 |
|
|
2020
Q1 | $3.27M | Buy |
34,420
+2,336
| +7% | +$222K | 0.7% | 53 |
|
|
2019
Q4 | $3.71M | Buy |
32,084
+1,024
| +3% | +$118K | 0.59% | 66 |
|
|
2019
Q3 | $3.22M | Buy |
31,060
+18,407
| +145% | +$1.91M | 0.57% | 68 |
|
|
2019
Q2 | $1.15M | Buy |
+12,653
| New | +$1.15M | 0.17% | 125 |
|