Providence Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-35
| Closed | -$4K | – | 347 |
|
2022
Q1 | $4K | Sell |
35
-35,010
| -100% | -$4M | ﹤0.01% | 280 |
|
2021
Q4 | $3.64M | Buy |
35,045
+1,432
| +4% | +$149K | 1% | 45 |
|
2021
Q3 | $3.65M | Buy |
33,613
+1,682
| +5% | +$182K | 1.14% | 38 |
|
2021
Q2 | $3.41M | Buy |
31,931
+919
| +3% | +$98.2K | 1.1% | 39 |
|
2021
Q1 | $3.69M | Buy |
31,012
+30,939
| +42,382% | +$3.68M | 1.34% | 35 |
|
2020
Q4 | $8K | Buy |
+73
| New | +$8K | ﹤0.01% | 227 |
|