TrueWealth LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $19K | Hold |
199
| – | – | 0.01% | 381 |
|
|
2020
Q1 | $19K | Sell |
199
-50
| -20% | -$4.77K | 0.01% | 365 |
|
|
2019
Q4 | $29K | Hold |
249
| – | – | 0.01% | 334 |
|
|
2019
Q3 | $26K | Buy |
249
+103
| +71% | +$10.8K | 0.01% | 340 |
|
|
2019
Q2 | $13K | Hold |
146
| – | – | 0.01% | 427 |
|
|
2019
Q1 | $13K | Hold |
146
| – | – | 0.01% | 422 |
|
|
2018
Q4 | $11K | Hold |
146
| – | – | 0.01% | 427 |
|
|
2018
Q3 | $12K | Hold |
146
| – | – | 0.01% | 455 |
|
|
2018
Q2 | $11K | Hold |
146
| – | – | 0.01% | 469 |
|
|
2018
Q1 | $10K | Hold |
146
| – | – | 0.01% | 452 |
|
|
2017
Q4 | $10K | Buy |
+146
| New | +$10K | ﹤0.01% | 506 |
|