Capital Investment Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,569
| Closed | -$346K | – | 1066 |
|
2025
Q1 | $346K | Buy |
+1,569
| New | +$346K | 0.03% | 397 |
|
2021
Q2 | – | Sell |
-1,808
| Closed | -$215K | – | 788 |
|
2021
Q1 | $215K | Sell |
1,808
-5
| -0.3% | -$595 | 0.03% | 403 |
|
2020
Q4 | $206K | Buy |
+1,813
| New | +$206K | 0.03% | 411 |
|
2019
Q4 | – | Sell |
-75
| Closed | -$8K | – | 796 |
|
2019
Q3 | $8K | Buy |
75
+41
| +121% | +$4.37K | ﹤0.01% | 1035 |
|
2019
Q2 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 1220 |
|