Advisors Preferred’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 |
-17,042
| Closed | -$2.51M | – | 216 |
|
2024
Q2 | $2.51M | Buy |
+17,042
| New | +$2.51M | 0.43% | 49 |
|
2021
Q2 | – | Sell |
-6,458
| Closed | -$789K | – | 196 |
|
2021
Q1 | $789K | Buy |
6,458
+18
| +0.3% | +$2.2K | 0.11% | 56 |
|
2020
Q4 | $721K | Buy |
+6,440
| New | +$721K | 0.13% | 97 |
|
2019
Q4 | – | Sell |
-202
| Closed | -$21K | – | 260 |
|
2019
Q3 | $21K | Buy |
+202
| New | +$21K | 0.01% | 170 |
|
2018
Q4 | – | Sell |
-8,589
| Closed | -$708K | – | 147 |
|
2018
Q3 | $708K | Buy |
+8,589
| New | +$708K | 0.32% | 31 |
|
2017
Q1 | – | Sell |
-2,766
| Closed | -$147K | – | 223 |
|
2016
Q4 | $147K | Buy |
+2,766
| New | +$147K | 0.08% | 96 |
|