Reilly Financial Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $43K | Buy |
413
+25
| +6% | +$2.6K | ﹤0.01% | 427 |
|
|
2021
Q3 | $42K | Sell |
388
-41
| -10% | -$4.44K | ﹤0.01% | 404 |
|
|
2021
Q2 | $46K | Buy |
429
+41
| +11% | +$4.4K | ﹤0.01% | 388 |
|
|
2021
Q1 | $46K | Hold |
388
| – | – | ﹤0.01% | 378 |
|
|
2020
Q4 | $44K | Hold |
388
| – | – | ﹤0.01% | 357 |
|
|
2020
Q3 | $40K | Hold |
388
| – | – | ﹤0.01% | 330 |
|
|
2020
Q2 | $38K | Sell |
388
-9
| -2% | -$881 | ﹤0.01% | 343 |
|
|
2020
Q1 | $38K | Hold |
397
| – | – | 0.01% | 331 |
|
|
2019
Q4 | $46K | Buy |
397
+9
| +2% | +$1.04K | 0.01% | 343 |
|
|
2019
Q3 | $40K | Sell |
388
-400
| -51% | -$41.2K | ﹤0.01% | 370 |
|
|
2019
Q2 | $72K | Sell |
788
-9
| -1% | -$822 | 0.01% | 295 |
|
|
2019
Q1 | $70K | Buy |
797
+9
| +1% | +$790 | 0.01% | 289 |
|
|
2018
Q4 | $58K | Hold |
788
| – | – | 0.01% | 301 |
|
|
2018
Q3 | $65K | Buy |
788
+400
| +103% | +$33K | 0.01% | 315 |
|
|
2018
Q2 | $29K | Hold |
388
| – | – | ﹤0.01% | 412 |
|
|
2018
Q1 | $28K | Buy |
+388
| New | +$28K | ﹤0.01% | 402 |
|