BDO Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.14M | Sell |
32,791
-225
| -0.7% | -$28.4K | 0.47% | 41 |
|
|
2023
Q1 | $3.73M | Sell |
33,016
-886
| -3% | -$100K | 0.46% | 42 |
|
|
2022
Q4 | $3.43M | Buy |
33,902
+1,816
| +6% | +$184K | 0.43% | 44 |
|
|
2022
Q3 | $3M | Sell |
32,086
-145
| -0.4% | -$13.6K | 0.4% | 48 |
|
|
2022
Q2 | $2.87M | Buy |
32,231
+1,000
| +3% | +$89K | 0.35% | 56 |
|
|
2022
Q1 | $3.17M | Buy |
31,231
+2,587
| +9% | +$262K | 0.34% | 56 |
|
|
2021
Q4 | $2.97M | Buy |
28,644
+253
| +0.9% | +$26.3K | 0.31% | 59 |
|
|
2021
Q3 | $3.08M | Buy |
28,391
+1,191
| +4% | +$129K | 0.34% | 52 |
|
|
2021
Q2 | $2.91M | Buy |
27,200
+1,300
| +5% | +$139K | 0.32% | 54 |
|
|
2021
Q1 | $3.08M | Sell |
25,900
-173
| -0.7% | -$20.6K | 0.36% | 51 |
|
|
2020
Q4 | $2.97M | Buy |
26,073
+308
| +1% | +$35.1K | 0.42% | 40 |
|
|
2020
Q3 | $2.66M | Sell |
25,765
-759
| -3% | -$78.2K | 0.43% | 43 |
|
|
2020
Q2 | $2.59M | Buy |
26,524
+548
| +2% | +$53.5K | 0.45% | 45 |
|
|
2020
Q1 | $2.47M | Buy |
25,976
+1,461
| +6% | +$139K | 0.5% | 40 |
|
|
2019
Q4 | $2.84M | Sell |
24,515
-1,295
| -5% | -$150K | 0.73% | 30 |
|
|
2019
Q3 | $2.67M | Sell |
25,810
-79
| -0.3% | -$8.19K | 0.68% | 31 |
|
|
2019
Q2 | $2.36M | Sell |
25,889
-177
| -0.7% | -$16.1K | 0.64% | 33 |
|
|
2019
Q1 | $2.3M | Buy |
26,066
+1,120
| +4% | +$98.9K | 0.67% | 34 |
|
|
2018
Q4 | $1.83M | Sell |
24,946
-1,250
| -5% | -$91.8K | 0.63% | 36 |
|
|
2018
Q3 | $2.16M | Buy |
26,196
+385
| +1% | +$31.7K | 0.7% | 30 |
|
|
2018
Q2 | $1.91M | Buy |
25,811
+850
| +3% | +$63K | 0.65% | 30 |
|
|
2018
Q1 | $1.78M | Buy |
24,961
+547
| +2% | +$39K | 0.67% | 27 |
|
|
2017
Q4 | $1.6M | Buy |
24,414
+100
| +0.4% | +$6.56K | 0.72% | 21 |
|
|
2017
Q3 | $1.57M | Buy |
24,314
+600
| +3% | +$38.7K | 0.78% | 21 |
|
|
2017
Q2 | $1.45M | Buy |
+23,714
| New | +$1.45M | 0.63% | 25 |
|