Walled Lake Planning & Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-238
| Closed | -$26K | – | 174 |
|
|
2021
Q3 | $26K | Hold |
238
| – | – | 0.02% | 201 |
|
|
2021
Q2 | $25K | Hold |
238
| – | – | 0.02% | 194 |
|
|
2021
Q1 | $28K | Hold |
238
| – | – | 0.02% | 174 |
|
|
2020
Q4 | $27K | Hold |
238
| – | – | 0.02% | 159 |
|
|
2020
Q3 | $25K | Hold |
238
| – | – | 0.02% | 161 |
|
|
2020
Q2 | $23K | Hold |
238
| – | – | 0.02% | 148 |
|
|
2020
Q1 | $23K | Hold |
238
| – | – | 0.02% | 137 |
|
|
2019
Q4 | $28K | Buy |
+238
| New | +$28K | 0.02% | 144 |
|