Carroll Financial Associates’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $91K | Sell |
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|
2021
Q3 | $97K | Buy |
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|
2021
Q2 | $93K | Sell |
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|
2021
Q1 | $107K | Buy |
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|
2020
Q4 | $99K | Buy |
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|
2020
Q3 | $81K | Hold |
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|
2020
Q2 | $77K | Sell |
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|
2020
Q1 | $109K | Buy |
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|
2019
Q4 | $89K | Sell |
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|
2019
Q3 | $84K | Buy |
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|
2019
Q2 | $69K | Hold |
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|
2019
Q1 | $66K | Buy |
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|
2018
Q4 | $55K | Hold |
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|
2018
Q3 | $62K | Hold |
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|
2018
Q2 | $56K | Buy |
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|
2018
Q1 | $47K | Buy |
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|
2017
Q4 | $39K | Hold |
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|
2017
Q3 | $38K | Hold |
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|
2017
Q2 | $36K | Hold |
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|
2017
Q1 | $34K | Buy |
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|
2016
Q4 | $26K | Hold |
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|
2016
Q3 | $24K | Hold |
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|
2016
Q2 | $27K | Hold |
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|
2016
Q1 | $25K | Hold |
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|
2015
Q4 | $22K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $6K | Buy |
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