Reilly Financial Advisors’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $43K | Buy |
|
|||||
|
2021
Q3 | $42K | Sell |
|
|||||
|
2021
Q2 | $46K | Buy |
|
|||||
|
2021
Q1 | $46K | Hold |
|
|||||
|
2020
Q4 | $44K | Hold |
|
|||||
|
2020
Q3 | $40K | Hold |
|
|||||
|
2020
Q2 | $38K | Sell |
|
|||||
|
2020
Q1 | $38K | Hold |
|
|||||
|
2019
Q4 | $46K | Buy |
|
|||||
|
2019
Q3 | $40K | Sell |
|
|||||
|
2019
Q2 | $72K | Sell |
|
|||||
|
2019
Q1 | $70K | Buy |
|
|||||
|
2018
Q4 | $58K | Hold |
|
|||||
|
2018
Q3 | $65K | Buy |
|
|||||
|
2018
Q2 | $29K | Hold |
|
|||||
|
2018
Q1 | $28K | Buy |
|