Baystate Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $157K | Hold |
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|
2023
Q3 | $133K | Sell |
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|
2023
Q2 | $154K | Buy |
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|
2023
Q1 | $133K | Hold |
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|
2022
Q4 | $119K | Hold |
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|
2022
Q3 | $110K | Hold |
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|
2022
Q2 | $105K | Sell |
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|
2022
Q1 | $137K | Hold |
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|
2021
Q4 | $140K | Hold |
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|
2021
Q3 | $147K | Sell |
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|
2021
Q2 | $163K | Sell |
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|
2021
Q1 | $217K | Sell |
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|
2020
Q4 | $323K | Sell |
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|
2020
Q3 | $313K | Hold |
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|
2020
Q2 | $296K | Buy |
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|
2020
Q1 | $257K | Hold |
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|
2019
Q4 | $313K | Sell |
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|
2019
Q3 | $413K | Sell |
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|
2019
Q2 | $437K | Buy |
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|
2019
Q1 | $359K | Buy |
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|
2018
Q4 | $323K | Hold |
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|
2018
Q3 | $319K | Buy |
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|
2018
Q2 | $271K | Hold |
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|
2018
Q1 | $252K | Buy |
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|
2017
Q4 | $201K | Sell |
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|
2017
Q3 | $219K | Hold |
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|
2017
Q2 | $215K | Hold |
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|
2017
Q1 | $199K | Sell |
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|
2016
Q4 | $226K | Buy |
|