AWS
Aris Wealth Services’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $15K | Sell |
170
-13,952
| -99% | -$1.23M | 0.03% | 188 |
|
|
2015
Q2 | $1.17M | Buy |
14,122
+288
| +2% | +$23.8K | 1.07% | 18 |
|
|
2015
Q1 | $1.1M | Buy |
13,834
+324
| +2% | +$25.7K | 1.02% | 18 |
|
|
2014
Q4 | $959K | Sell |
13,510
-295
| -2% | -$20.9K | 1.07% | 21 |
|
|
2014
Q3 | $892K | Buy |
13,805
+505
| +4% | +$32.6K | 1.11% | 20 |
|
|
2014
Q2 | $802K | Buy |
13,300
+1,283
| +11% | +$77.4K | 1.05% | 19 |
|
|
2014
Q1 | $681K | Buy |
12,017
+622
| +5% | +$35.2K | 1% | 25 |
|
|
2013
Q4 | $673K | Buy |
11,395
+5,714
| +101% | +$337K | 1.13% | 20 |
|
|
2013
Q3 | $574K | Buy |
5,681
+5
| +0.1% | +$505 | 1.05% | 26 |
|
|
2013
Q2 | $496K | Buy |
+5,676
| New | +$496K | 1.06% | 23 |
|