LBA Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.37M | Hold |
23,724
| – | – | 0.72% | 22 |
|
|
2016
Q4 | $1.26M | Buy |
23,724
+100
| +0.4% | +$5.32K | 0.69% | 26 |
|
|
2016
Q3 | $1.18M | Sell |
23,624
-550
| -2% | -$27.4K | 0.66% | 25 |
|
|
2016
Q2 | $1.31M | Buy |
24,174
+26
| +0.1% | +$1.41K | 0.74% | 25 |
|
|
2016
Q1 | $1.24M | Sell |
24,148
-436
| -2% | -$22.4K | 0.72% | 26 |
|
|
2015
Q4 | $1.12M | Sell |
24,584
-1,350
| -5% | -$61.7K | 0.65% | 29 |
|
|
2015
Q3 | $1.12M | Sell |
25,934
-2,236
| -8% | -$96.8K | 0.71% | 27 |
|
|
2015
Q2 | $1.17M | Sell |
28,170
-350
| -1% | -$14.5K | 0.73% | 29 |
|
|
2015
Q1 | $1.13M | Buy |
28,520
+1,650
| +6% | +$65.5K | 0.71% | 28 |
|
|
2014
Q4 | $953K | Buy |
26,870
+350
| +1% | +$12.4K | 0.63% | 35 |
|
|
2014
Q3 | $857K | Sell |
26,520
-1,380
| -5% | -$44.6K | 0.6% | 38 |
|
|
2014
Q2 | $841K | Hold |
27,900
| – | – | 0.69% | 37 |
|
|
2014
Q1 | $791K | Buy |
27,900
+200
| +0.7% | +$5.67K | 0.65% | 42 |
|
|
2013
Q4 | $818K | Buy |
+27,700
| New | +$818K | 0.67% | 40 |
|