WealthStone’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $323K | Buy |
2,716
+138
| +5% | +$16.4K | 0.11% | 140 |
|
|
2020
Q4 | $294K | Buy |
2,578
+112
| +5% | +$12.8K | 0.1% | 137 |
|
|
2020
Q3 | $254K | Buy |
+2,466
| New | +$254K | 0.12% | 125 |
|
|
2019
Q3 | – | Sell |
-1,306
| Closed | -$119K | – | 255 |
|
|
2019
Q2 | $119K | Buy |
+1,306
| New | +$119K | 0.05% | 132 |
|