Avantax Planning Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,053
| Closed | -$1.05M | – | 455 |
|
|
2024
Q2 | $1.05M | Buy |
+7,053
| New | +$1.05M | 0.03% | 203 |
|
|
2023
Q3 | – | Sell |
-4,242
| Closed | -$535K | – | 374 |
|
|
2023
Q2 | $535K | Hold |
4,242
| – | – | 0.02% | 228 |
|
|
2023
Q1 | $479K | Sell |
4,242
-755
| -15% | -$85.3K | 0.02% | 236 |
|
|
2022
Q4 | $505K | Buy |
+4,997
| New | +$505K | 0.02% | 232 |
|
|
2018
Q4 | – | Sell |
-108
| Closed | -$9K | – | 590 |
|
|
2018
Q3 | $9K | Buy |
+108
| New | +$9K | ﹤0.01% | 908 |
|
|
2018
Q2 | – | Sell |
-244
| Closed | -$17K | – | 638 |
|
|
2018
Q1 | $17K | Buy |
+244
| New | +$17K | ﹤0.01% | 835 |
|