Braun-Bostich & Associates’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 |
-223
| Closed | -$22K | – | 263 |
|
|
2020
Q2 | $22K | Hold |
223
| – | – | 0.02% | 160 |
|
|
2020
Q1 | $20K | Hold |
223
| – | – | 0.03% | 159 |
|
|
2019
Q4 | $26K | Buy |
+223
| New | +$26K | 0.03% | 171 |
|
|
2019
Q3 | – | Sell |
-780
| Closed | -$71K | – | 155 |
|
|
2019
Q2 | $71K | Sell |
780
-842
| -52% | -$76.6K | 0.07% | 160 |
|
|
2019
Q1 | $143K | Sell |
1,622
-636
| -28% | -$56.1K | 0.15% | 127 |
|
|
2018
Q4 | $166K | Buy |
2,258
+116
| +5% | +$8.53K | 0.18% | 105 |
|
|
2018
Q3 | $176K | Buy |
2,142
+430
| +25% | +$35.3K | 0.17% | 100 |
|
|
2018
Q2 | $127K | Buy |
1,712
+1,434
| +516% | +$106K | 0.13% | 110 |
|
|
2018
Q1 | $20K | Buy |
278
+106
| +62% | +$7.63K | 0.02% | 216 |
|
|
2017
Q4 | $11K | Buy |
+172
| New | +$11K | 0.01% | 245 |
|