Garden State Investment Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,542
| Closed | -$457K | – | 252 |
|
|
2024
Q3 | $457K | Buy |
2,542
+37
| +1% | +$6.65K | 0.15% | 126 |
|
|
2024
Q2 | $373K | Sell |
2,505
-259
| -9% | -$38.6K | 0.13% | 138 |
|
|
2024
Q1 | $441K | Buy |
2,764
+95
| +4% | +$15.2K | 0.16% | 123 |
|
|
2023
Q4 | $355K | Buy |
2,669
+283
| +12% | +$37.6K | 0.14% | 135 |
|
|
2023
Q3 | $270K | Buy |
+2,386
| New | +$270K | 0.12% | 145 |
|