FinTrust Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $0 | Sell |
1,322
-102
| -7% | – | ﹤0.01% | 1385 |
|
|
2024
Q2 | $212K | Buy |
1,424
+55
| +4% | +$8.2K | 0.04% | 288 |
|
|
2024
Q1 | $218K | Sell |
1,369
-34
| -2% | -$5.42K | 0.04% | 276 |
|
|
2023
Q4 | $186K | Buy |
1,403
+184
| +15% | +$24.4K | 0.04% | 283 |
|
|
2023
Q3 | $138K | Buy |
1,219
+668
| +121% | +$75.5K | 0.03% | 297 |
|
|
2023
Q2 | $55.7K | Hold |
551
| – | – | 0.01% | 428 |
|
|
2023
Q1 | $55.7K | Hold |
551
| – | – | 0.01% | 428 |
|
|
2022
Q4 | $55.7K | Hold |
551
| – | – | 0.01% | 428 |
|
|
2022
Q3 | $54K | Buy |
551
+31
| +6% | +$3.04K | 0.01% | 493 |
|
|
2022
Q2 | $52K | Buy |
520
+120
| +30% | +$12K | 0.01% | 519 |
|
|
2022
Q1 | $41K | Hold |
400
| – | – | 0.01% | 602 |
|
|
2021
Q4 | $42K | Hold |
400
| – | – | 0.01% | 577 |
|
|
2021
Q3 | $43K | Hold |
400
| – | – | 0.01% | 567 |
|
|
2021
Q2 | $43K | Sell |
400
-100
| -20% | -$10.8K | 0.01% | 571 |
|
|
2021
Q1 | $60K | Buy |
500
+100
| +25% | +$12K | 0.02% | 506 |
|
|
2020
Q4 | $46K | Hold |
400
| – | – | 0.01% | 508 |
|
|
2020
Q3 | $41 | Hold |
400
| – | – | 0.01% | 523 |
|
|
2020
Q2 | $39K | Sell |
400
-22
| -5% | -$2.15K | 0.02% | 530 |
|
|
2020
Q1 | $40K | Hold |
422
| – | – | 0.02% | 480 |
|
|
2019
Q4 | $49K | Buy |
422
+22
| +6% | +$2.56K | 0.02% | 441 |
|
|
2019
Q3 | $41K | Hold |
400
| – | – | 0.01% | 466 |
|
|
2019
Q2 | $36K | Sell |
400
-67
| -14% | -$6.03K | 0.01% | 472 |
|
|
2019
Q1 | $41K | Hold |
467
| – | – | 0.02% | 427 |
|
|
2018
Q4 | $34K | Buy |
+467
| New | +$34K | 0.02% | 455 |
|