Evolution Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-46
| Closed | -$5K | – | 332 |
|
|
2021
Q3 | $5K | Hold |
46
| – | – | ﹤0.01% | 507 |
|
|
2021
Q2 | $5K | Hold |
46
| – | – | ﹤0.01% | 510 |
|
|
2021
Q1 | $5K | Hold |
46
| – | – | ﹤0.01% | 523 |
|
|
2020
Q4 | $5K | Hold |
46
| – | – | ﹤0.01% | 445 |
|
|
2020
Q3 | $5K | Hold |
46
| – | – | ﹤0.01% | 437 |
|
|
2020
Q2 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 392 |
|
|
2020
Q1 | – | Sell |
-326
| Closed | -$38K | – | 430 |
|
|
2019
Q4 | $38K | Buy |
326
+276
| +552% | +$32.2K | 0.01% | 173 |
|
|
2019
Q3 | $5K | Buy |
50
+4
| +9% | +$400 | ﹤0.01% | 272 |
|
|
2019
Q2 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 294 |
|