Laurel Wealth Advisors (California)’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $362K | Buy |
3,581
+41
| +1% | +$4.15K | 0.04% | 440 |
|
|
2022
Q3 | $331K | Sell |
3,540
-23
| -0.6% | -$2.15K | 0.04% | 457 |
|
|
2022
Q2 | $317K | Sell |
3,563
-513
| -13% | -$45.6K | 0.03% | 476 |
|
|
2022
Q1 | $413K | Sell |
4,076
-199
| -5% | -$20.2K | 0.03% | 472 |
|
|
2021
Q4 | $444K | Buy |
+4,275
| New | +$444K | 0.03% | 484 |
|
|
2019
Q4 | – | Sell |
-2,593
| Closed | -$269K | – | 449 |
|
|
2019
Q3 | $269K | Buy |
+2,593
| New | +$269K | 0.05% | 365 |
|