Advocacy Wealth Management Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-312
| Closed | -$31K | – | 71 |
|
|
2022
Q3 | $31K | Hold |
312
| – | – | ﹤0.01% | 59 |
|
|
2022
Q2 | $28K | Buy |
312
+18
| +6% | +$1.62K | ﹤0.01% | 71 |
|
|
2022
Q1 | $30K | Buy |
294
+147
| +100% | +$15K | 0.01% | 74 |
|
|
2021
Q4 | $15K | Hold |
147
| – | – | ﹤0.01% | 111 |
|
|
2021
Q3 | $16K | Buy |
147
+52
| +55% | +$5.66K | ﹤0.01% | 104 |
|
|
2021
Q2 | $10K | Buy |
+95
| New | +$10K | ﹤0.01% | 137 |
|