Realta 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
Q3 | – | Sell |
-1,423
| Closed | -$212K | – | 480 |
|
|
2024
Q2 | $212K | Buy |
1,423
+2
| +0.1% | +$298 | 0.04% | 382 |
|
|
2024
Q1 | $227K | Buy |
+1,421
| New | +$227K | 0.05% | 380 |
|
|
2023
Q4 | – | Sell |
-3,366
| Closed | -$425K | – | 533 |
|
|
2023
Q3 | $425K | Hold |
3,366
| – | – | 0.1% | 235 |
|
|
2023
Q2 | $425K | Buy |
3,366
+915
| +37% | +$115K | 0.09% | 240 |
|
|
2023
Q1 | $277K | Sell |
2,451
-734
| -23% | -$83K | 0.07% | 304 |
|
|
2022
Q4 | $322K | Buy |
3,185
+1
| +0% | +$101 | 0.08% | 281 |
|
|
2022
Q3 | $298K | Sell |
3,184
-408
| -11% | -$38.2K | 0.08% | 284 |
|
|
2022
Q2 | $333K | Buy |
3,592
+224
| +7% | +$20.8K | 0.08% | 257 |
|
|
2022
Q1 | $342K | Buy |
3,368
+220
| +7% | +$22.3K | 0.07% | 280 |
|
|
2021
Q4 | $327K | Buy |
3,148
+453
| +17% | +$47.1K | 0.07% | 291 |
|
|
2021
Q3 | $292K | Buy |
2,695
+671
| +33% | +$72.7K | 0.07% | 304 |
|
|
2021
Q2 | $216K | Buy |
+2,024
| New | +$216K | 0.05% | 362 |
|
|
2020
Q1 | – | Sell |
-560
| Closed | -$64K | – | 672 |
|
|
2019
Q4 | $64K | Buy |
560
+81
| +17% | +$9.26K | 0.02% | 607 |
|
|
2019
Q3 | $49K | Buy |
479
+10
| +2% | +$1.02K | 0.01% | 679 |
|
|
2019
Q2 | $42K | Buy |
+469
| New | +$42K | 0.01% | 720 |
|