Burt Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5
| Closed | -$1K | – | 182 |
|
|
2020
Q4 | $1K | Sell |
5
-96
| -95% | -$19.2K | ﹤0.01% | 368 |
|
|
2020
Q3 | $10K | Buy |
101
+5
| +5% | +$495 | ﹤0.01% | 282 |
|
|
2020
Q2 | $9K | Hold |
96
| – | – | ﹤0.01% | 270 |
|
|
2020
Q1 | $9K | Buy |
+96
| New | +$9K | ﹤0.01% | 271 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$21K | – | 363 |
|
|
2016
Q4 | $21K | Hold |
400
| – | – | 0.02% | 229 |
|
|
2016
Q3 | $19K | Hold |
400
| – | – | 0.02% | 223 |
|
|
2016
Q2 | $21K | Sell |
400
-32
| -7% | -$1.68K | 0.02% | 213 |
|
|
2016
Q1 | $22K | Buy |
432
+32
| +8% | +$1.63K | 0.02% | 238 |
|
|
2015
Q4 | $18K | Buy |
+400
| New | +$18K | 0.01% | 214 |
|