AmeriServ Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $425K | Hold |
4,100
| – | – | 0.58% | 33 |
|
|
2019
Q2 | $374K | Sell |
4,100
-300
| -7% | -$27.4K | 0.49% | 40 |
|
|
2019
Q1 | $388K | Hold |
4,400
| – | – | 0.81% | 39 |
|
|
2018
Q4 | $323K | Hold |
4,400
| – | – | 0.82% | 40 |
|
|
2018
Q3 | $348K | Hold |
4,400
| – | – | 0.43% | 48 |
|
|
2018
Q2 | $341K | Hold |
4,400
| – | – | 0.46% | 47 |
|
|
2018
Q1 | $314K | Hold |
4,400
| – | – | 0.36% | 53 |
|
|
2017
Q4 | $310K | Buy |
+4,400
| New | +$310K | 0.3% | 55 |
|
|
2016
Q4 | – | Sell |
-4,400
| Closed | -$220K | – | 48 |
|
|
2016
Q3 | $220K | Buy |
+4,400
| New | +$220K | 0.28% | 61 |
|
|
2015
Q3 | – | Sell |
-4,400
| Closed | -$182K | – | 88 |
|
|
2015
Q2 | $182K | Buy |
+4,400
| New | +$182K | 0.21% | 85 |
|
|
2015
Q1 | – | Sell |
-18,400
| Closed | -$653K | – | 102 |
|
|
2014
Q4 | $653K | Hold |
18,400
| – | – | 0.63% | 41 |
|
|
2014
Q3 | $595K | Hold |
18,400
| – | – | 1.03% | 34 |
|
|
2014
Q2 | $555K | Sell |
18,400
-12,400
| -40% | -$374K | 0.6% | 45 |
|
|
2014
Q1 | $873K | Sell |
30,800
-48,800
| -61% | -$1.38M | 0.88% | 26 |
|
|
2013
Q4 | $2.35M | Sell |
79,600
-4,000
| -5% | -$118K | 1.4% | 11 |
|
|
2013
Q3 | $2.11M | Buy |
83,600
+800
| +1% | +$20.2K | 1.34% | 11 |
|
|
2013
Q2 | $1.81M | Buy |
+82,800
| New | +$1.81M | 1.16% | 18 |
|