Avalon Investment & Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $24.1M | Sell |
213,326
-2,328
| -1% | -$263K | 0.66% | 46 |
|
|
2022
Q4 | $21.8M | Sell |
215,654
-12,208
| -5% | -$1.23M | 0.62% | 50 |
|
|
2022
Q3 | $21.3M | Buy |
+227,862
| New | +$21.3M | 0.66% | 49 |
|
|
2021
Q1 | – | Sell |
-2,359
| Closed | -$269K | – | 352 |
|
|
2020
Q4 | $269K | Sell |
2,359
-12
| -0.5% | -$1.37K | 0.01% | 316 |
|
|
2020
Q3 | $244K | Buy |
2,371
+30
| +1% | +$3.09K | 0.01% | 307 |
|
|
2020
Q2 | $229K | Buy |
+2,341
| New | +$229K | 0.01% | 284 |
|