Wealthcare Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-151
| Closed | -$18K | – | 291 |
|
|
2021
Q1 | $18K | Buy |
+151
| New | +$18K | ﹤0.01% | 222 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$3K | – | 117 |
|
|
2020
Q1 | $3K | Sell |
30
-18
| -38% | -$1.8K | ﹤0.01% | 206 |
|
|
2019
Q4 | $6K | Buy |
+48
| New | +$6K | ﹤0.01% | 234 |
|
|
2015
Q3 | – | Sell |
-110
| Closed | -$5K | – | 297 |
|
|
2015
Q2 | $5K | Sell |
110
-1,774
| -94% | -$80.6K | ﹤0.01% | 257 |
|
|
2015
Q1 | $75K | Buy |
+1,884
| New | +$75K | 0.01% | 183 |
|