Advantage Investment Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $34K | Sell |
332
-3
| -0.9% | -$307 | 0.03% | 410 |
|
|
2019
Q2 | $31K | Buy |
335
+187
| +126% | +$17.3K | 0.02% | 442 |
|
|
2019
Q1 | $13K | Hold |
148
| – | – | 0.01% | 608 |
|
|
2018
Q4 | $11K | Hold |
148
| – | – | 0.01% | 633 |
|
|
2018
Q3 | $12K | Buy |
+148
| New | +$12K | 0.01% | 670 |
|
|
2016
Q3 | – | Sell |
-1,128
| Closed | -$61K | – | 922 |
|
|
2016
Q2 | $61K | Buy |
1,128
+68
| +6% | +$3.68K | 0.03% | 310 |
|
|
2016
Q1 | $54K | Buy |
+1,060
| New | +$54K | 0.02% | 320 |
|