First Allied Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $644K | Sell |
6,245
-670
| -10% | -$69.1K | 0.02% | 606 |
|
|
2020
Q2 | $675K | Buy |
6,915
+410
| +6% | +$40K | 0.03% | 556 |
|
|
2020
Q1 | $618K | Sell |
6,505
-770
| -11% | -$73.2K | 0.03% | 528 |
|
|
2019
Q4 | $846K | Sell |
7,275
-244
| -3% | -$28.4K | 0.03% | 534 |
|
|
2019
Q3 | $776K | Buy |
7,519
+4,910
| +188% | +$507K | 0.03% | 540 |
|
|
2019
Q2 | $238K | Buy |
2,609
+125
| +5% | +$11.4K | 0.01% | 1008 |
|
|
2019
Q1 | $223K | Buy |
+2,484
| New | +$223K | 0.01% | 999 |
|
|
2016
Q2 | – | Sell |
-3,890
| Closed | -$200K | – | 1053 |
|
|
2016
Q1 | $200K | Sell |
3,890
-1,012
| -21% | -$52K | 0.01% | 910 |
|
|
2015
Q4 | $224K | Buy |
+4,902
| New | +$224K | 0.01% | 909 |
|
|
2014
Q1 | – | Sell |
-8,560
| Closed | -$254K | – | 1017 |
|
|
2013
Q4 | $254K | Sell |
8,560
-15,660
| -65% | -$465K | 0.02% | 736 |
|
|
2013
Q3 | $609K | Sell |
24,220
-10,728
| -31% | -$270K | 0.04% | 456 |
|
|
2013
Q2 | $760K | Buy |
+34,948
| New | +$760K | 0.06% | 335 |
|