Colonial Trust Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-179
| Closed | -$28.6K | – | 863 |
|
|
2024
Q1 | $28.6K | Sell |
179
-59
| -25% | -$9.43K | ﹤0.01% | 406 |
|
|
2023
Q4 | $31.6K | Hold |
238
| – | – | ﹤0.01% | 369 |
|
|
2023
Q3 | $26.9K | Sell |
238
-2
| -0.8% | -$226 | ﹤0.01% | 387 |
|
|
2023
Q2 | $30.3K | Hold |
240
| – | – | ﹤0.01% | 386 |
|
|
2023
Q1 | $27.1K | Sell |
240
-41
| -15% | -$4.63K | ﹤0.01% | 398 |
|
|
2022
Q4 | $28.4K | Sell |
281
-14
| -5% | -$1.42K | ﹤0.01% | 398 |
|
|
2022
Q3 | $28K | Buy |
+295
| New | +$28K | ﹤0.01% | 240 |
|