Central Valley Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,324
| Closed | -$2.33M | – | 135 |
|
|
2024
Q4 | $2.33M | Buy |
11,324
+57
| +0.5% | +$11.7K | 1.06% | 23 |
|
|
2024
Q3 | $2.02M | Buy |
11,267
+129
| +1% | +$23.2K | 1.14% | 23 |
|
|
2024
Q2 | $1.77M | Buy |
11,138
+237
| +2% | +$37.7K | 0.76% | 36 |
|
|
2024
Q1 | $1.74M | Buy |
10,901
+656
| +6% | +$105K | 0.9% | 29 |
|
|
2023
Q4 | $1.36M | Buy |
+10,245
| New | +$1.36M | 0.8% | 37 |
|