Cascadia Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.58M | Sell |
23,815
-10,545
| -31% | -$1.14M | 0.52% | 74 |
|
|
2021
Q2 | $3.67M | Buy |
34,360
+3,268
| +11% | +$349K | 0.79% | 28 |
|
|
2021
Q1 | $3.7M | Buy |
+31,092
| New | +$3.7M | 0.82% | 30 |
|
|
2020
Q3 | $2.72M | Buy |
26,383
+15,862
| +151% | +$1.63M | 0.76% | 24 |
|
|
2020
Q2 | $1.03M | Buy |
+10,521
| New | +$1.03M | 0.31% | 88 |
|
|
2019
Q4 | $1.25M | Buy |
+10,809
| New | +$1.25M | 0.36% | 82 |
|