Financial Architects (New Jersey)’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,996
| Closed | -$714K | – | 343 |
|
|
2021
Q1 | $714K | Buy |
5,996
+2,856
| +91% | +$340K | 0.11% | 160 |
|
|
2020
Q4 | $358K | Buy |
+3,140
| New | +$358K | 0.07% | 204 |
|
|
2020
Q3 | – | Sell |
-24
| Closed | -$2K | – | 437 |
|
|
2020
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 802 |
|
|
2020
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 777 |
|
|
2019
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 806 |
|
|
2019
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 887 |
|
|
2016
Q4 | – | Sell |
-2,558
| Closed | -$127K | – | 1388 |
|
|
2016
Q3 | $127K | Hold |
2,558
| – | – | 0.03% | 334 |
|
|
2016
Q2 | $139K | Buy |
2,558
+2,316
| +957% | +$126K | 0.04% | 312 |
|
|
2016
Q1 | $12K | Buy |
+242
| New | +$12K | ﹤0.01% | 691 |
|