Partnervest Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,300
| Closed | -$69K | – | 371 |
|
|
2014
Q2 | $69K | Hold |
2,300
| – | – | 0.03% | 305 |
|
|
2014
Q1 | $65K | Hold |
2,300
| – | – | 0.03% | 289 |
|
|
2013
Q4 | $68K | Sell |
2,300
-2,200
| -49% | -$65K | 0.03% | 265 |
|
|
2013
Q3 | $114K | Buy |
4,500
+60
| +1% | +$1.52K | 0.06% | 176 |
|
|
2013
Q2 | $97K | Buy |
+4,440
| New | +$97K | 0.04% | 160 |
|