Ironsides Asset Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
2,709
+99
| +4% | +$17.1K | 0.14% | 40 |
|
|
2025
Q1 | $576K | Sell |
2,610
-1,025
| -28% | -$226K | 0.17% | 38 |
|
|
2024
Q4 | $747K | Hold |
3,635
| – | – | 0.21% | 35 |
|
|
2024
Q3 | $653K | Hold |
3,635
| – | – | 0.19% | 37 |
|
|
2024
Q2 | $542K | Sell |
3,635
-60
| -2% | -$8.94K | 0.18% | 34 |
|
|
2024
Q1 | $591K | Buy |
3,695
+385
| +12% | +$61.5K | 0.2% | 34 |
|
|
2023
Q4 | $440K | Sell |
3,310
-715
| -18% | -$95K | 0.19% | 34 |
|
|
2023
Q3 | $455K | Hold |
4,025
| – | – | 0.21% | 36 |
|
|
2023
Q2 | $508K | Sell |
4,025
-160
| -4% | -$20.2K | 0.22% | 38 |
|
|
2023
Q1 | $473K | Hold |
4,185
| – | – | 0.22% | 38 |
|
|
2022
Q4 | $423K | Sell |
4,185
-35
| -0.8% | -$3.54K | 0.19% | 42 |
|
|
2022
Q3 | $395K | Buy |
4,220
+55
| +1% | +$5.15K | 0.18% | 43 |
|
|
2022
Q2 | $371K | Sell |
4,165
-880
| -17% | -$78.4K | 0.14% | 53 |
|
|
2022
Q1 | $512K | Hold |
5,045
| – | – | 0.16% | 48 |
|
|
2021
Q4 | $524K | Buy |
5,045
+565
| +13% | +$58.7K | 0.14% | 44 |
|
|
2021
Q3 | $486K | Buy |
4,480
+525
| +13% | +$57K | 0.15% | 48 |
|
|
2021
Q2 | $423K | Sell |
3,955
-95
| -2% | -$10.2K | 0.13% | 56 |
|
|
2021
Q1 | $482K | Buy |
4,050
+1,990
| +97% | +$237K | 0.15% | 49 |
|
|
2020
Q4 | $235K | Buy |
+2,060
| New | +$235K | 0.07% | 75 |
|