WCG Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,880
| Closed | -$1.45M | – | 275 |
|
|
2023
Q4 | $1.45M | Sell |
10,880
-1,351
| -11% | -$179K | 0.11% | 166 |
|
|
2023
Q3 | $1.4M | Buy |
12,231
+996
| +9% | +$114K | 0.1% | 164 |
|
|
2023
Q2 | $1.42M | Buy |
11,235
+422
| +4% | +$53.2K | 0.17% | 92 |
|
|
2023
Q1 | $1.22M | Buy |
10,813
+265
| +3% | +$29.9K | 0.16% | 100 |
|
|
2022
Q4 | $1.07M | Buy |
10,548
+926
| +10% | +$93.6K | 0.15% | 104 |
|
|
2022
Q3 | $968K | Sell |
9,622
-310
| -3% | -$31.2K | 0.13% | 128 |
|
|
2022
Q2 | $884K | Buy |
+9,932
| New | +$884K | 0.12% | 131 |
|