Avondale Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-350
| Closed | -$34K | – | 95 |
|
|
2020
Q2 | $34K | Hold |
350
| – | – | 0.05% | 52 |
|
|
2020
Q1 | $33K | Hold |
350
| – | – | 0.05% | 49 |
|
|
2019
Q4 | $40K | Hold |
350
| – | – | 0.06% | 47 |
|
|
2019
Q3 | $36K | Hold |
350
| – | – | 0.06% | 50 |
|
|
2019
Q2 | $32K | Hold |
350
| – | – | 0.02% | 61 |
|
|
2019
Q1 | $31K | Sell |
350
-144
| -29% | -$12.8K | 0.02% | 62 |
|
|
2018
Q4 | $36K | Hold |
494
| – | – | 0.03% | 52 |
|
|
2018
Q3 | $41K | Hold |
494
| – | – | 0.04% | 47 |
|
|
2018
Q2 | $37K | Hold |
494
| – | – | 0.03% | 45 |
|
|
2018
Q1 | $35K | Hold |
494
| – | – | 0.03% | 44 |
|
|
2017
Q4 | $32K | Buy |
+494
| New | +$32K | 0.03% | 51 |
|