GA
Goldstein Advisors’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
1,500
-242
| -14% | -$41.7K | 0.03% | 154 |
|
|
2025
Q1 | $385K | Buy |
1,742
+20
| +1% | +$4.42K | 0.06% | 112 |
|
|
2024
Q4 | $354K | Sell |
1,722
-11
| -0.6% | -$2.26K | 0.05% | 117 |
|
|
2024
Q3 | $311K | Sell |
1,733
-160
| -8% | -$28.7K | 0.05% | 123 |
|
|
2024
Q2 | $282K | Buy |
1,893
+7
| +0.4% | +$1.04K | 0.05% | 122 |
|
|
2024
Q1 | $301K | Sell |
1,886
-1
| -0.1% | -$160 | 0.05% | 115 |
|
|
2023
Q4 | $251K | Sell |
1,887
-99
| -5% | -$13.2K | 0.04% | 152 |
|
|
2023
Q3 | $224K | Buy |
1,986
+20
| +1% | +$2.26K | 0.05% | 128 |
|
|
2023
Q2 | $248K | Sell |
1,966
-29
| -1% | -$3.66K | 0.05% | 121 |
|
|
2023
Q1 | $225K | Sell |
1,995
-22
| -1% | -$2.49K | 0.05% | 126 |
|
|
2022
Q4 | $204K | Buy |
+2,017
| New | +$204K | 0.05% | 133 |
|