American Portfolios Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $781K | Buy |
8,349
+144
| +2% | +$13.5K | 0.03% | 497 |
|
2022
Q2 | $730K | Buy |
8,205
+747
| +10% | +$66.5K | 0.03% | 527 |
|
2022
Q1 | $756K | Sell |
7,458
-360
| -5% | -$36.5K | 0.03% | 574 |
|
2021
Q4 | $811K | Buy |
7,818
+197
| +3% | +$20.4K | 0.03% | 551 |
|
2021
Q3 | $827K | Sell |
7,621
-847
| -10% | -$91.9K | 0.03% | 524 |
|
2021
Q2 | $905K | Buy |
8,468
+141
| +2% | +$15.1K | 0.04% | 488 |
|
2021
Q1 | $991K | Buy |
8,327
+554
| +7% | +$65.9K | 0.04% | 403 |
|
2020
Q4 | $885K | Buy |
7,773
+354
| +5% | +$40.3K | 0.05% | 379 |
|
2020
Q3 | $765K | Buy |
7,419
+268
| +4% | +$27.6K | 0.04% | 366 |
|
2020
Q2 | $698K | Buy |
7,151
+612
| +9% | +$59.7K | 0.05% | 355 |
|
2020
Q1 | $621K | Buy |
6,539
+94
| +1% | +$8.93K | 0.05% | 321 |
|
2019
Q4 | $745K | Sell |
6,445
-3,949
| -38% | -$457K | 0.05% | 326 |
|
2019
Q3 | $1.08M | Sell |
10,394
-222
| -2% | -$23K | 0.09% | 228 |
|
2019
Q2 | $968K | Sell |
10,616
-54
| -0.5% | -$4.92K | 0.08% | 237 |
|
2019
Q1 | $942K | Buy |
10,670
+410
| +4% | +$36.2K | 0.09% | 223 |
|
2018
Q4 | $754K | Sell |
10,260
-1,548
| -13% | -$114K | 0.09% | 211 |
|
2018
Q3 | $973K | Buy |
11,808
+2,596
| +28% | +$214K | 0.11% | 182 |
|
2018
Q2 | $683K | Buy |
9,212
+3,816
| +71% | +$283K | 0.09% | 217 |
|
2018
Q1 | $385K | Buy |
5,396
+1,744
| +48% | +$124K | 0.06% | 327 |
|
2017
Q4 | $239K | Buy |
+3,652
| New | +$239K | 0.04% | 438 |
|