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