Berman Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $332K | Buy |
3,070
+855
| +39% | +$92.5K | 0.05% | 180 |
|
|
2021
Q2 | $236K | Buy |
2,215
+607
| +38% | +$64.7K | 0.04% | 205 |
|
|
2021
Q1 | $191K | Buy |
1,608
+291
| +22% | +$34.6K | 0.04% | 197 |
|
|
2020
Q4 | $149K | Buy |
1,317
+315
| +31% | +$35.6K | 0.04% | 201 |
|
|
2020
Q3 | $103K | Sell |
1,002
-6
| -0.6% | -$617 | 0.03% | 224 |
|
|
2020
Q2 | $97K | Buy |
1,008
+53
| +6% | +$5.1K | 0.03% | 228 |
|
|
2020
Q1 | $90K | Buy |
955
+130
| +16% | +$12.3K | 0.03% | 211 |
|
|
2019
Q4 | $95K | Hold |
825
| – | – | 0.03% | 226 |
|
|
2019
Q3 | $85K | Buy |
825
+193
| +31% | +$19.9K | 0.03% | 228 |
|
|
2019
Q2 | $57K | Buy |
632
+195
| +45% | +$17.6K | 0.02% | 283 |
|
|
2019
Q1 | $38K | Buy |
437
+96
| +28% | +$8.35K | 0.01% | 316 |
|
|
2018
Q4 | $24K | Buy |
+341
| New | +$24K | 0.01% | 351 |
|