Altshuler Shaham’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$20.5K | – | 337 |
|
|
2024
Q4 | $20.5K | Sell |
100
-23
| -19% | -$4.73K | ﹤0.01% | 220 |
|
|
2024
Q3 | $22.1K | Sell |
123
-16
| -12% | -$2.87K | ﹤0.01% | 149 |
|
|
2024
Q2 | $20.7K | Buy |
+139
| New | +$20.7K | ﹤0.01% | 170 |
|
|
2022
Q4 | – | Sell |
-260
| Closed | -$25K | – | 502 |
|
|
2022
Q3 | $25K | Sell |
260
-32
| -11% | -$3.08K | ﹤0.01% | 355 |
|
|
2022
Q2 | $26K | Sell |
292
-79
| -21% | -$7.03K | ﹤0.01% | 350 |
|
|
2022
Q1 | $38K | Buy |
+371
| New | +$38K | ﹤0.01% | 416 |
|
|
2021
Q4 | – | Sell |
-323
| Closed | -$35K | – | 527 |
|
|
2021
Q3 | $35K | Buy |
323
+47
| +17% | +$5.09K | ﹤0.01% | 436 |
|
|
2021
Q2 | $30K | Buy |
+276
| New | +$30K | ﹤0.01% | 513 |
|
|
2020
Q3 | – | Sell |
-57
| Closed | -$6K | – | 394 |
|
|
2020
Q2 | $6K | Sell |
57
-200
| -78% | -$21.1K | ﹤0.01% | 305 |
|
|
2020
Q1 | $24K | Buy |
257
+9
| +4% | +$840 | ﹤0.01% | 222 |
|
|
2019
Q4 | $29K | Buy |
248
+2
| +0.8% | +$234 | ﹤0.01% | 220 |
|
|
2019
Q3 | $25K | Buy |
+246
| New | +$25K | ﹤0.01% | 219 |
|
|
2018
Q4 | – | Sell |
-309
| Closed | -$25K | – | 263 |
|
|
2018
Q3 | $25K | Sell |
309
-110
| -26% | -$8.9K | ﹤0.01% | 139 |
|
|
2018
Q2 | $9K | Sell |
419
-234
| -36% | -$5.03K | ﹤0.01% | 149 |
|
|
2018
Q1 | $26K | Buy |
653
+363
| +125% | +$14.5K | ﹤0.01% | 128 |
|
|
2017
Q4 | $19K | Buy |
+290
| New | +$19K | ﹤0.01% | 113 |
|