Gideon Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22,254
| Closed | -$2.57M | – | 72 |
|
|
2019
Q4 | $2.57M | Sell |
22,254
-51
| -0.2% | -$5.9K | 0.88% | 21 |
|
|
2019
Q3 | $2.31M | Buy |
+22,305
| New | +$2.31M | 0.76% | 23 |
|
|
2018
Q2 | – | Sell |
-4,033
| Closed | -$288K | – | 401 |
|
|
2018
Q1 | $288K | Buy |
+4,033
| New | +$288K | 0.18% | 255 |
|
|
2017
Q1 | – | Sell |
-5,380
| Closed | -$286K | – | 434 |
|
|
2016
Q4 | $286K | Buy |
+5,380
| New | +$286K | 0.18% | 273 |
|
|
2016
Q2 | – | Sell |
-9,646
| Closed | -$495K | – | 219 |
|
|
2016
Q1 | $495K | Sell |
9,646
-7,966
| -45% | -$409K | 0.62% | 64 |
|
|
2015
Q4 | $805K | Buy |
17,612
+8,006
| +83% | +$366K | 0.58% | 63 |
|
|
2015
Q3 | $416K | Buy |
+9,606
| New | +$416K | 0.24% | 135 |
|
|
2015
Q1 | – | Sell |
-7,588
| Closed | -$269K | – | 257 |
|
|
2014
Q4 | $269K | Sell |
7,588
-3,738
| -33% | -$133K | 0.13% | 176 |
|
|
2014
Q3 | $366K | Buy |
+11,326
| New | +$366K | 0.14% | 186 |
|
|
2014
Q2 | – | Sell |
-20,478
| Closed | -$580K | – | 269 |
|
|
2014
Q1 | $580K | Buy |
+20,478
| New | +$580K | 0.32% | 104 |
|