CT Financial Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $92.2K | Sell |
1,600
-480
| -23% | -$27.7K | 0.06% | 208 |
|
|
2016
Q4 | $111K | Hold |
2,080
| – | – | 0.07% | 192 |
|
|
2016
Q3 | $103K | Hold |
2,080
| – | – | 0.06% | 195 |
|
|
2016
Q2 | $113K | Hold |
2,080
| – | – | 0.07% | 189 |
|
|
2016
Q1 | $107K | Hold |
2,080
| – | – | 0.06% | 205 |
|
|
2015
Q4 | $95.1K | Hold |
2,080
| – | – | 0.05% | 212 |
|
|
2015
Q3 | $90.1K | Hold |
2,080
| – | – | 0.06% | 220 |
|
|
2015
Q2 | $86.1K | Hold |
2,080
| – | – | 0.05% | 238 |
|
|
2015
Q1 | $82.6K | Hold |
2,080
| – | – | 0.05% | 247 |
|
|
2014
Q4 | $73.8K | Buy |
+2,080
| New | +$73.8K | 0.06% | 201 |
|
|
2014
Q1 | $82.6K | Buy |
+2,080
| New | +$82.6K | 0.05% | 247 |
|