Piedmont Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-60,338
| Closed | -$5.73M | – | 251 |
|
2020
Q1 | $5.73M | Buy |
60,338
+7,476
| +14% | +$710K | 0.23% | 104 |
|
2019
Q4 | $6.11M | Buy |
52,862
+2,343
| +5% | +$271K | 0.21% | 112 |
|
2019
Q3 | $5.23M | Buy |
50,519
+16,026
| +46% | +$1.66M | 0.2% | 115 |
|
2019
Q2 | $3.14M | Sell |
34,493
-843
| -2% | -$76.8K | 0.13% | 164 |
|
2019
Q1 | $3.12M | Buy |
35,336
+591
| +2% | +$52.2K | 0.13% | 168 |
|
2018
Q4 | $2.55M | Sell |
34,745
-6,016
| -15% | -$442K | 0.12% | 168 |
|
2018
Q3 | $3.36M | Buy |
40,761
+28,333
| +228% | +$2.33M | 0.14% | 148 |
|
2018
Q2 | $921K | Buy |
12,428
+3,206
| +35% | +$238K | 0.04% | 318 |
|
2018
Q1 | $658K | Buy |
+9,222
| New | +$658K | 0.02% | 356 |
|
2017
Q1 | – | Sell |
-1,232
| Closed | -$65.5K | – | 486 |
|
2016
Q4 | $65.5K | Buy |
1,232
+1,220
| +10,167% | +$64.8K | ﹤0.01% | 413 |
|
2016
Q3 | $596 | Hold |
12
| – | – | ﹤0.01% | 463 |
|
2016
Q2 | $652 | Buy |
+12
| New | +$652 | ﹤0.01% | 402 |
|