Gradient Investments’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 |
-767
| Closed | -$114K | – | 656 |
|
|
2024
Q2 | $114K | Buy |
767
+94
| +14% | +$14K | ﹤0.01% | 386 |
|
|
2024
Q1 | $108K | Sell |
673
-1,962
| -74% | -$314K | ﹤0.01% | 350 |
|
|
2023
Q4 | $350K | Sell |
2,635
-150
| -5% | -$19.9K | 0.01% | 291 |
|
|
2023
Q3 | $315K | Buy |
2,785
+483
| +21% | +$54.6K | 0.01% | 273 |
|
|
2023
Q2 | $290K | Buy |
2,302
+26
| +1% | +$3.28K | 0.01% | 291 |
|
|
2023
Q1 | $257K | Buy |
2,276
+100
| +5% | +$11.3K | 0.01% | 279 |
|
|
2022
Q4 | $220K | Buy |
2,176
+3
| +0.1% | +$303 | 0.01% | 288 |
|
|
2022
Q3 | $203K | Sell |
2,173
-7
| -0.3% | -$654 | 0.01% | 281 |
|
|
2022
Q2 | $194K | Buy |
2,180
+1,780
| +445% | +$158K | 0.01% | 292 |
|
|
2022
Q1 | $41K | Hold |
400
| – | – | ﹤0.01% | 508 |
|
|
2021
Q4 | $42K | Buy |
+400
| New | +$42K | ﹤0.01% | 505 |
|
|
2020
Q1 | – | Sell |
-8
| Closed | -$1K | – | 1131 |
|
|
2019
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1009 |
|
|
2019
Q3 | $1K | Sell |
8
-6
| -43% | -$750 | ﹤0.01% | 996 |
|
|
2019
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 941 |
|
|
2019
Q1 | – | Sell |
-2
| Closed | – | – | 905 |
|
|
2018
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 965 |
|
|
2018
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 998 |
|
|
2018
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1036 |
|
|
2017
Q3 | – | Sell |
-16
| Closed | -$1K | – | 391 |
|
|
2017
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 728 |
|
|
2014
Q2 | – | Sell |
-888
| Closed | -$25K | – | 523 |
|
|
2014
Q1 | $25K | Buy |
+888
| New | +$25K | 0.01% | 258 |
|