Claraphi Advisory Network’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-786
| Closed | -$75K | – | 588 |
|
|
2020
Q1 | $75K | Buy |
+786
| New | +$75K | 0.04% | 398 |
|
|
2018
Q4 | – | Sell |
-3,518
| Closed | -$290K | – | 227 |
|
|
2018
Q3 | $290K | Buy |
3,518
+2
| +0.1% | +$165 | 0.16% | 173 |
|
|
2018
Q2 | $260K | Sell |
3,516
-5
| -0.1% | -$370 | 0.17% | 185 |
|
|
2018
Q1 | $251K | Sell |
3,521
-557
| -14% | -$39.7K | 0.18% | 185 |
|
|
2017
Q4 | $267K | Buy |
+4,078
| New | +$267K | 0.21% | 151 |
|