Annapolis Financial Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-416
| Closed | -$55.3K | – | 400 |
|
|
2023
Q4 | $55.3K | Buy |
416
+130
| +45% | +$17.3K | 0.01% | 188 |
|
|
2023
Q3 | $32.3K | Hold |
286
| – | – | 0.01% | 220 |
|
|
2023
Q2 | $36.1K | Buy |
+286
| New | +$36.1K | 0.01% | 212 |
|
|
2021
Q4 | – | Sell |
-115
| Closed | -$12K | – | 477 |
|
|
2021
Q3 | $12K | Buy |
+115
| New | +$12K | ﹤0.01% | 278 |
|