Advisor Partners II’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.73M | Buy |
32,997
+3,987
| +14% | +$450K | 0.15% | 144 |
|
|
2023
Q2 | $3.66M | Buy |
29,010
+2,557
| +10% | +$323K | 0.17% | 113 |
|
|
2023
Q1 | $2.99M | Sell |
26,453
-735
| -3% | -$83.1K | 0.16% | 122 |
|
|
2022
Q4 | $2.75M | Buy |
27,188
+2,219
| +9% | +$224K | 0.17% | 124 |
|
|
2022
Q3 | $2.34M | Buy |
+24,969
| New | +$2.34M | 0.18% | 113 |
|