INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Fiserv, Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$621,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+5.17%
quarter
Fiserv, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.62% | 41 shares | 34K | $93.57 | 6.63K |
| Q2 2022 | share | Increase | +0.02% | 1 shares | -81K | $88.97 | 6.59K |
| Q1 2022 | share | Increase | +0.08% | 5 shares | -16K | $101.4 | 6.59K |
| Q4 2021 | share | Increase | +1.89% | 122 shares | -17K | $104.52 | 6.58K |
| Q3 2021 | share | Decrease | -0.98% | -64 shares | 3K | $108.5 | 6.46K |
| Q2 2021 | share | Decrease | -2.33% | -156 shares | -98K | $106.89 | 6.52K |
| Q1 2021 | share | Increase | +4.62% | 295 shares | 68K | $119.04 | 6.68K |
| Q4 2020 | share | Increase | +0.73% | 46 shares | 74K | $113.86 | 6.39K |
| Q3 2020 | share | Increase | +0.52% | 33 shares | 38K | $103.05 | 6.34K |
| Q2 2020 | share | Increase | +1.51% | 94 shares | 25K | $97.62 | 6.31K |
| Q1 2020 | share | Decrease | -1.94% | -123 shares | -142K | $94.99 | 6.21K |
| Q4 2019 | share | Increase | 0.00% | 6.34K shares | 733K | $115.63 | 6.34K |