Epic Trust Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $539K | Buy |
3,614
+363
| +11% | +$54.1K | 0.59% | 37 |
|
|
2024
Q1 | $520K | Buy |
3,251
+180
| +6% | +$28.8K | 0.64% | 40 |
|
|
2023
Q4 | $408K | Buy |
3,071
+183
| +6% | +$24.3K | 0.55% | 45 |
|
|
2023
Q3 | $326K | Sell |
2,888
-158
| -5% | -$17.8K | 0.51% | 58 |
|
|
2023
Q2 | $384K | Sell |
3,046
-618
| -17% | -$78K | 0.55% | 49 |
|
|
2023
Q1 | $414K | Sell |
3,664
-1,613
| -31% | -$182K | 0.5% | 56 |
|
|
2022
Q4 | $533K | Sell |
5,277
-370
| -7% | -$37.4K | 0.8% | 37 |
|
|
2022
Q3 | $528K | Buy |
+5,647
| New | +$528K | 0.73% | 39 |
|