Financial Engines 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 |
-2,918
| Closed | -$316K | – | 277 |
|
|
2021
Q3 | $316K | Buy |
2,918
+212
| +8% | +$23K | ﹤0.01% | 209 |
|
|
2021
Q2 | $289K | Buy |
2,706
+12
| +0.4% | +$1.28K | ﹤0.01% | 183 |
|
|
2021
Q1 | $321K | Buy |
2,694
+85
| +3% | +$10.1K | ﹤0.01% | 200 |
|
|
2020
Q4 | $297K | Sell |
2,609
-90
| -3% | -$10.2K | ﹤0.01% | 208 |
|
|
2020
Q3 | $278K | Buy |
+2,699
| New | +$278K | ﹤0.01% | 197 |
|
|
2018
Q2 | – | Sell |
-20
| Closed | -$1K | – | 141 |
|
|
2018
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 124 |
|