CoreCap Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
1,331
-3,212
| -71% | -$554K | 0.01% | 700 |
|
|
2025
Q1 | $1M | Buy |
4,543
+2,696
| +146% | +$595K | 0.04% | 332 |
|
|
2024
Q4 | $379K | Sell |
1,847
-260
| -12% | -$53.4K | 0.02% | 528 |
|
|
2024
Q3 | $379K | Buy |
+2,107
| New | +$379K | 0.02% | 523 |
|
|
2024
Q2 | – | Sell |
-2,128
| Closed | -$340K | – | 1935 |
|
|
2024
Q1 | $340K | Buy |
2,128
+225
| +12% | +$36K | 0.02% | 492 |
|
|
2023
Q4 | $253K | Buy |
+1,903
| New | +$253K | 0.02% | 505 |
|
|
2022
Q4 | $1.83M | Buy |
+18,127
| New | +$1.83M | 0.13% | 141 |
|
|
2022
Q3 | – | Sell |
-1,010
| Closed | -$90K | – | 1049 |
|
|
2022
Q2 | $90K | Sell |
1,010
-1,250
| -55% | -$111K | 0.01% | 727 |
|
|
2022
Q1 | $229K | Hold |
2,260
| – | – | 0.02% | 473 |
|
|
2021
Q4 | $235K | Buy |
+2,260
| New | +$235K | 0.02% | 501 |
|