Berman Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $236K | Buy |
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|
2021
Q1 | $191K | Buy |
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|
2020
Q4 | $149K | Buy |
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|
2020
Q3 | $103K | Sell |
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|
2020
Q2 | $97K | Buy |
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|
2020
Q1 | $90K | Buy |
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|
2019
Q4 | $95K | Hold |
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|
2019
Q3 | $85K | Buy |
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|
2019
Q2 | $57K | Buy |
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|
2019
Q1 | $38K | Buy |
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|
2018
Q4 | $24K | Buy |
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