World Equity Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,236
| Closed | -$482K | – | 280 |
|
|
2024
Q2 | $482K | Hold |
3,236
| – | – | 0.14% | 156 |
|
|
2024
Q1 | $517K | Hold |
3,236
| – | – | 0.11% | 180 |
|
|
2023
Q4 | $430K | Sell |
3,236
-846
| -21% | -$112K | 0.09% | 208 |
|
|
2023
Q3 | $461K | Sell |
4,082
-72
| -2% | -$8.13K | 0.1% | 212 |
|
|
2023
Q2 | $524K | Sell |
4,154
-2,723
| -40% | -$344K | 0.15% | 172 |
|
|
2023
Q1 | $259K | Buy |
6,877
+2,485
| +57% | +$93.4K | 0.04% | 412 |
|
|
2022
Q4 | $444K | Buy |
4,392
+335
| +8% | +$33.9K | 0.11% | 193 |
|
|
2022
Q3 | $380K | Buy |
4,057
+89
| +2% | +$8.33K | 0.1% | 203 |
|
|
2022
Q2 | $353K | Buy |
3,968
+42
| +1% | +$3.74K | 0.09% | 231 |
|
|
2022
Q1 | $398K | Buy |
+3,926
| New | +$398K | 0.09% | 244 |
|