True Wealth Design’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01K | Sell |
6
-27
| -82% | -$4.56K | ﹤0.01% | 1455 |
|
|
2025
Q1 | $7.26K | Buy |
33
+26
| +371% | +$5.72K | ﹤0.01% | 565 |
|
|
2024
Q4 | $1.41K | Buy |
+7
| New | +$1.41K | ﹤0.01% | 828 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$606 | – | 873 |
|
|
2022
Q4 | $606 | Buy |
+6
| New | +$606 | ﹤0.01% | 417 |
|