IMA Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690 | Buy |
+4
| New | +$690 | ﹤0.01% | 375 |
|
|
2022
Q3 | – | Sell |
-67
| Closed | -$6K | – | 366 |
|
|
2022
Q2 | $6K | Sell |
67
-169
| -72% | -$15.1K | ﹤0.01% | 281 |
|
|
2022
Q1 | $24K | Sell |
236
-141
| -37% | -$14.3K | 0.01% | 193 |
|
|
2021
Q4 | $39K | Buy |
377
+267
| +243% | +$27.6K | 0.01% | 178 |
|
|
2021
Q3 | $12K | Hold |
110
| – | – | ﹤0.01% | 226 |
|
|
2021
Q2 | $12K | Hold |
110
| – | – | ﹤0.01% | 225 |
|
|
2021
Q1 | $13K | Hold |
110
| – | – | ﹤0.01% | 223 |
|
|
2020
Q4 | $13K | Sell |
110
-20,656
| -99% | -$2.44M | ﹤0.01% | 210 |
|
|
2020
Q3 | $2.14M | Sell |
20,766
-897
| -4% | -$92.4K | 0.72% | 49 |
|
|
2020
Q2 | $2.12M | Buy |
+21,663
| New | +$2.12M | 0.76% | 48 |
|