Glass Jacobson Investment 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 | – | Sell |
-138
| Closed | -$20.6K | – | 775 |
|
|
2024
Q2 | $20.6K | Sell |
138
-98
| -42% | -$14.6K | 0.01% | 476 |
|
|
2024
Q1 | $37.7K | Hold |
236
| – | – | 0.01% | 388 |
|
|
2023
Q4 | $31.4K | Hold |
236
| – | – | 0.01% | 388 |
|
|
2023
Q3 | $26.7K | Hold |
236
| – | – | 0.01% | 393 |
|
|
2023
Q2 | $29.8K | Buy |
+236
| New | +$29.8K | 0.01% | 392 |
|