Gladstone Institutional Advisory’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,958
| Closed | -$786K | – | 676 |
|
|
2023
Q3 | $786K | Sell |
6,958
-708
| -9% | -$80K | 0.05% | 304 |
|
|
2023
Q2 | $967K | Buy |
7,666
+5,185
| +209% | +$654K | 0.06% | 285 |
|
|
2023
Q1 | $280K | Sell |
2,481
-33
| -1% | -$3.73K | 0.02% | 540 |
|
|
2022
Q4 | $254K | Sell |
2,514
-483
| -16% | -$48.8K | 0.02% | 546 |
|
|
2022
Q3 | $280K | Buy |
2,997
+8
| +0.3% | +$747 | 0.02% | 514 |
|
|
2022
Q2 | $266K | Sell |
2,989
-149
| -5% | -$13.3K | 0.02% | 533 |
|
|
2022
Q1 | $318K | Buy |
3,138
+63
| +2% | +$6.38K | 0.02% | 532 |
|
|
2021
Q4 | $319K | Buy |
+3,075
| New | +$319K | 0.02% | 462 |
|