DY
Dowling & Yahnke’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.14M | Buy |
22,852
+769
| +3% | +$71.9K | 0.1% | 169 |
|
|
2022
Q2 | $1.97M | Buy |
22,083
+1,287
| +6% | +$115K | 0.09% | 175 |
|
|
2022
Q1 | $2.11M | Buy |
20,796
+2,348
| +13% | +$238K | 0.09% | 173 |
|
|
2021
Q4 | $1.92M | Sell |
18,448
-2,446
| -12% | -$254K | 0.09% | 175 |
|
|
2021
Q3 | $2.27M | Buy |
20,894
+1,581
| +8% | +$172K | 0.13% | 160 |
|
|
2021
Q2 | $2.06M | Buy |
19,313
+1,146
| +6% | +$122K | 0.12% | 162 |
|
|
2021
Q1 | $2.16M | Buy |
18,167
+1,487
| +9% | +$177K | 0.15% | 148 |
|
|
2020
Q4 | $1.9M | Buy |
16,680
+4
| +0% | +$455 | 0.14% | 154 |
|
|
2020
Q3 | $1.72M | Sell |
16,676
-381
| -2% | -$39.3K | 0.14% | 151 |
|
|
2020
Q2 | $1.67M | Buy |
17,057
+776
| +5% | +$75.7K | 0.14% | 154 |
|
|
2020
Q1 | $1.55M | Sell |
16,281
-423
| -3% | -$40.2K | 0.15% | 147 |
|
|
2019
Q4 | $1.93M | Sell |
16,704
-142
| -0.8% | -$16.4K | 0.15% | 152 |
|
|
2019
Q3 | $1.75M | Buy |
16,846
+106
| +0.6% | +$11K | 0.14% | 153 |
|
|
2019
Q2 | $1.53M | Sell |
16,740
-946
| -5% | -$86.2K | 0.13% | 164 |
|
|
2019
Q1 | $1.56M | Sell |
17,686
-381
| -2% | -$33.6K | 0.15% | 142 |
|
|
2018
Q4 | $1.43M | Buy |
18,067
+960
| +6% | +$76K | 0.15% | 144 |
|
|
2018
Q3 | $1.41M | Sell |
17,107
-500
| -3% | -$41.2K | 0.12% | 174 |
|
|
2018
Q2 | $1.31M | Buy |
17,607
+415
| +2% | +$30.8K | 0.12% | 174 |
|
|
2018
Q1 | $1.23M | Buy |
17,192
+8,721
| +103% | +$622K | 0.11% | 175 |
|
|
2017
Q4 | $1.11M | Sell |
8,471
-710
| -8% | -$93.1K | 0.1% | 183 |
|
|
2017
Q3 | $1.18M | Buy |
9,181
+69
| +0.8% | +$8.9K | 0.12% | 167 |
|
|
2017
Q2 | $1.12M | Buy |
9,112
+366
| +4% | +$44.8K | 0.12% | 168 |
|
|
2017
Q1 | $1.01M | Buy |
8,746
+200
| +2% | +$23.1K | 0.11% | 173 |
|
|
2016
Q4 | $908K | Buy |
8,546
+216
| +3% | +$23K | 0.1% | 176 |
|
|
2016
Q3 | $829K | Sell |
8,330
-646
| -7% | -$64.3K | 0.1% | 174 |
|
|
2016
Q2 | $976K | Buy |
8,976
+755
| +9% | +$82.1K | 0.12% | 167 |
|
|
2016
Q1 | $843K | Buy |
8,221
+1,265
| +18% | +$130K | 0.1% | 169 |
|
|
2015
Q4 | $636K | Buy |
6,956
+1,240
| +22% | +$113K | 0.08% | 183 |
|
|
2015
Q3 | $495K | Buy |
5,716
+1,205
| +27% | +$104K | 0.07% | 191 |
|
|
2015
Q2 | $374K | Buy |
4,511
+1,340
| +42% | +$111K | 0.05% | 213 |
|
|
2015
Q1 | $252K | Sell |
3,171
-790
| -20% | -$62.8K | 0.03% | 234 |
|
|
2014
Q4 | $281K | Sell |
3,961
-70
| -2% | -$4.97K | 0.04% | 228 |
|
|
2014
Q3 | $261K | Sell |
4,031
-200
| -5% | -$13K | 0.03% | 222 |
|
|
2014
Q2 | $255K | Sell |
4,231
-510
| -11% | -$30.7K | 0.03% | 237 |
|
|
2014
Q1 | $269K | Sell |
4,741
-225
| -5% | -$12.8K | 0.04% | 239 |
|
|
2013
Q4 | $293K | Buy |
4,966
+2,653
| +115% | +$157K | 0.04% | 216 |
|
|
2013
Q3 | $234K | Sell |
2,313
-415
| -15% | -$42K | 0.04% | 219 |
|
|
2013
Q2 | $238K | Buy |
+2,728
| New | +$238K | 0.04% | 209 |
|