WealthPLAN Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-847
| Closed | -$107K | – | 574 |
|
|
2023
Q2 | $107K | Sell |
847
-1,355
| -62% | -$171K | 0.02% | 390 |
|
|
2023
Q1 | $249K | Sell |
2,202
-374
| -15% | -$42.3K | 0.03% | 272 |
|
|
2022
Q4 | $299K | Buy |
+2,576
| New | +$299K | 0.02% | 315 |
|
|
2022
Q1 | $260K | Buy |
2,651
+355
| +15% | +$34.8K | 0.02% | 340 |
|
|
2021
Q4 | $243K | Sell |
2,296
-200
| -8% | -$21.2K | 0.02% | 347 |
|
|
2021
Q3 | $257K | Buy |
2,496
+37
| +2% | +$3.81K | 0.02% | 330 |
|
|
2021
Q2 | $275K | Buy |
+2,459
| New | +$275K | 0.02% | 303 |
|