WR Wealth Planners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $853K | Buy |
4,151
+3,505
| +543% | +$720K | 0.27% | 55 |
|
|
2024
Q3 | $116K | Buy |
646
+3
| +0.5% | +$539 | 0.03% | 246 |
|
|
2024
Q2 | $95.8K | Sell |
643
-72
| -10% | -$10.7K | 0.03% | 256 |
|
|
2024
Q1 | $114K | Buy |
+715
| New | +$114K | 0.04% | 237 |
|
|
2023
Q4 | – | Sell |
-703
| Closed | -$79.4K | – | 419 |
|
|
2023
Q3 | $79.4K | Buy |
703
+230
| +49% | +$26K | 0.03% | 269 |
|
|
2023
Q2 | $59.7K | Buy |
473
+276
| +140% | +$34.8K | 0.02% | 297 |
|
|
2023
Q1 | $22.3K | Buy |
+197
| New | +$22.3K | 0.01% | 415 |
|