WP
WealthSource Partners’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $532K | Buy |
4,006
+91
| +2% | +$12.1K | 0.03% | 308 |
|
|
2023
Q3 | $442K | Buy |
3,915
+102
| +3% | +$11.5K | 0.03% | 338 |
|
|
2023
Q2 | $481K | Buy |
+3,813
| New | +$481K | 0.03% | 327 |
|
|
2020
Q3 | – | Sell |
-2,844
| Closed | -$278K | – | 366 |
|
|
2020
Q2 | $278K | Buy |
+2,844
| New | +$278K | 0.04% | 255 |
|
|
2018
Q3 | – | Sell |
-3,099
| Closed | -$230K | – | 324 |
|
|
2018
Q2 | $230K | Sell |
3,099
-189
| -6% | -$14K | 0.06% | 251 |
|
|
2018
Q1 | $234K | Buy |
3,288
+1,249
| +61% | +$88.9K | 0.07% | 246 |
|
|
2017
Q4 | $267K | Sell |
2,039
-450
| -18% | -$58.9K | 0.08% | 227 |
|
|
2017
Q3 | $321K | Sell |
2,489
-175
| -7% | -$22.6K | 0.11% | 202 |
|
|
2017
Q2 | $326K | Sell |
2,664
-325
| -11% | -$39.8K | 0.11% | 191 |
|
|
2017
Q1 | $345K | Sell |
2,989
-340
| -10% | -$39.2K | 0.13% | 176 |
|
|
2016
Q4 | $354K | Sell |
3,329
-915
| -22% | -$97.3K | 0.15% | 145 |
|
|
2016
Q3 | $422K | Sell |
4,244
-776
| -15% | -$77.2K | 0.15% | 137 |
|
|
2016
Q2 | $546K | Buy |
5,020
+700
| +16% | +$76.1K | 0.2% | 101 |
|
|
2016
Q1 | $443K | Buy |
+4,320
| New | +$443K | 0.18% | 118 |
|