Apriem Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,750
| Closed | -$202K | – | 124 |
|
|
2019
Q4 | $202K | Buy |
+1,750
| New | +$202K | 0.04% | 131 |
|
|
2018
Q3 | – | Sell |
-150
| Closed | -$11K | – | 219 |
|
|
2018
Q2 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 413 |
|
|
2017
Q2 | – | Sell |
-264
| Closed | -$15K | – | 274 |
|
|
2017
Q1 | $15K | Hold |
264
| – | – | ﹤0.01% | 377 |
|
|
2016
Q4 | $14K | Hold |
264
| – | – | ﹤0.01% | 402 |
|
|
2016
Q3 | $13K | Hold |
264
| – | – | ﹤0.01% | 375 |
|
|
2016
Q2 | $14K | Hold |
264
| – | – | ﹤0.01% | 375 |
|
|
2016
Q1 | $14K | Buy |
264
+64
| +32% | +$3.39K | 0.01% | 339 |
|
|
2015
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 385 |
|
|
2015
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 370 |
|
|
2015
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 431 |
|