CSat Investment Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $11K | Buy |
96
+10
| +12% | +$1.15K | 0.01% | 439 |
|
2020
Q4 | $10K | Sell |
86
-3,969
| -98% | -$462K | 0.01% | 426 |
|
2020
Q3 | $418K | Buy |
4,055
+361
| +10% | +$37.2K | 0.04% | 190 |
|
2020
Q2 | $361K | Buy |
3,694
+2,391
| +183% | +$234K | 0.04% | 211 |
|
2020
Q1 | $124K | Buy |
1,303
+156
| +14% | +$14.8K | 0.03% | 306 |
|
2019
Q4 | $132K | Buy |
1,147
+174
| +18% | +$20K | 0.03% | 307 |
|
2019
Q3 | $100K | Buy |
973
+279
| +40% | +$28.7K | 0.03% | 312 |
|
2019
Q2 | $63K | Buy |
694
+591
| +574% | +$53.7K | 0.02% | 395 |
|
2019
Q1 | $9K | Sell |
103
-6
| -6% | -$524 | ﹤0.01% | 441 |
|
2018
Q4 | $8K | Buy |
109
+29
| +36% | +$2.13K | ﹤0.01% | 438 |
|
2018
Q3 | $7K | Sell |
80
-15,273
| -99% | -$1.34M | ﹤0.01% | 427 |
|
2018
Q2 | $1.14M | Buy |
+15,353
| New | +$1.14M | 0.61% | 42 |
|