Alera Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $362K | Buy |
2,014
+188
| +10% | +$33.8K | 0.04% | 181 |
|
|
2024
Q2 | $272K | Buy |
+1,826
| New | +$272K | 0.03% | 211 |
|
|
2019
Q2 | – | Sell |
-202
| Closed | -$18K | – | 400 |
|
|
2019
Q1 | $18K | Buy |
202
+60
| +42% | +$5.35K | 0.01% | 316 |
|
|
2018
Q4 | $10K | Buy |
+142
| New | +$10K | 0.01% | 431 |
|