RE Dickinson Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $419K | Hold |
204
| – | – | 0.02% | 99 |
|
|
2024
Q3 | $36.6K | Hold |
204
| – | – | 0.02% | 100 |
|
|
2024
Q2 | $30.4K | Hold |
204
| – | – | 0.02% | 106 |
|
|
2024
Q1 | $33K | Hold |
204
| – | – | 0.02% | 100 |
|
|
2023
Q4 | $27K | Hold |
204
| – | – | 0.02% | 109 |
|
|
2023
Q3 | $23K | Hold |
204
| – | – | 0.02% | 118 |
|
|
2023
Q2 | $25K | Sell |
204
-32
| -14% | -$3.92K | 0.01% | 201 |
|
|
2023
Q1 | $26K | Buy |
236
+32
| +16% | +$3.53K | 0.01% | 198 |
|
|
2022
Q4 | $21K | Sell |
204
-10
| -5% | -$1.03K | 0.01% | 201 |
|
|
2022
Q3 | $19K | Buy |
214
+10
| +5% | +$888 | 0.02% | 118 |
|
|
2022
Q2 | $18 | Hold |
204
| – | – | ﹤0.01% | 135 |
|
|
2022
Q1 | $21K | Hold |
204
| – | – | 0.01% | 140 |
|
|
2021
Q4 | $21K | Buy |
+204
| New | +$21K | 0.02% | 135 |
|