Financial Gravity Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20
| Closed | -$3.22K | – | 1830 |
|
|
2024
Q1 | $3.22K | Buy |
+20
| New | +$3.22K | ﹤0.01% | 969 |
|
|
2023
Q4 | – | Hold |
0
| – | -$3 | – | 1487 |
|
|
2023
Q3 | – | Sell |
-126
| Closed | -$2.86K | – | 1207 |
|
|
2023
Q2 | $2.86K | Buy |
126
+13
| +12% | +$295 | 0.01% | 575 |
|
|
2023
Q1 | $2 | Buy |
113
+12
| +12% | – | ﹤0.01% | 994 |
|
|
2022
Q4 | $52 | Buy |
+101
| New | +$52 | ﹤0.01% | 1219 |
|
|
2022
Q1 | – | Sell |
-104
| Closed | -$10 | – | 943 |
|
|
2021
Q4 | $10 | Buy |
+104
| New | +$10 | ﹤0.01% | 858 |
|
|
2021
Q3 | – | Hold |
0
| – | -$107K | – | 334 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | -$175 | – | 332 |
|
|
2021
Q1 | $175 | Buy |
+1
| New | +$175 | ﹤0.01% | 471 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 596 |
|
|
2020
Q2 | – | Sell |
-273
| Closed | -$25.8K | – | 325 |
|
|
2020
Q1 | $25.8K | Sell |
273
-74
| -21% | -$7K | 0.08% | 108 |
|
|
2019
Q4 | $116K | Buy |
347
+55
| +19% | +$18.4K | 0.08% | 264 |
|
|
2019
Q3 | $30K | Buy |
292
+22
| +8% | +$2.26K | 0.03% | 381 |
|
|
2019
Q2 | $25K | Buy |
270
+72
| +36% | +$6.67K | 0.02% | 443 |
|
|
2019
Q1 | $18K | Buy |
+198
| New | +$18K | 0.01% | 458 |
|
|
2018
Q3 | $17K | Buy |
217
+28
| +15% | +$2.19K | 0.02% | 491 |
|
|
2018
Q2 | $15K | Sell |
189
-11
| -6% | -$873 | 0.01% | 510 |
|
|
2018
Q1 | $14K | Buy |
+200
| New | +$14K | 0.01% | 541 |
|