Sadoff Investment Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $592K | Hold |
6,329
| – | – | 0.05% | 53 |
|
2022
Q2 | $563K | Sell |
6,329
-250
| -4% | -$22.2K | 0.04% | 55 |
|
2022
Q1 | $667K | Sell |
6,579
-554
| -8% | -$56.2K | 0.04% | 55 |
|
2021
Q4 | $740K | Sell |
7,133
-87
| -1% | -$9.03K | 0.04% | 57 |
|
2021
Q3 | $783K | Sell |
7,220
-50
| -0.7% | -$5.42K | 0.05% | 53 |
|
2021
Q2 | $777K | Buy |
7,270
+50
| +0.7% | +$5.34K | 0.05% | 52 |
|
2021
Q1 | $859K | Sell |
7,220
-450
| -6% | -$53.5K | 0.06% | 50 |
|
2020
Q4 | $873K | Sell |
7,670
-100
| -1% | -$11.4K | 0.07% | 49 |
|
2020
Q3 | $801K | Sell |
7,770
-250
| -3% | -$25.8K | 0.07% | 49 |
|
2020
Q2 | $783K | Buy |
8,020
+50
| +0.6% | +$4.88K | 0.07% | 48 |
|
2020
Q1 | $757K | Hold |
7,970
| – | – | 0.09% | 45 |
|
2019
Q4 | $922K | Sell |
7,970
-500
| -6% | -$57.8K | 0.07% | 46 |
|
2019
Q3 | $877K | Hold |
8,470
| – | – | 0.07% | 44 |
|
2019
Q2 | $772K | Sell |
8,470
-2,458
| -22% | -$224K | 0.06% | 47 |
|
2019
Q1 | $965K | Hold |
10,928
| – | – | 0.08% | 46 |
|
2018
Q4 | $803K | Hold |
10,928
| – | – | 0.08% | 47 |
|
2018
Q3 | $900K | Sell |
10,928
-300
| -3% | -$24.7K | 0.08% | 47 |
|
2018
Q2 | $832K | Sell |
11,228
-50
| -0.4% | -$3.71K | 0.07% | 50 |
|
2018
Q1 | $804K | Sell |
11,278
-1,100
| -9% | -$78.4K | 0.07% | 49 |
|
2017
Q4 | $812K | Sell |
12,378
-674
| -5% | -$44.2K | 0.07% | 50 |
|
2017
Q3 | $842K | Sell |
13,052
-1,000
| -7% | -$64.5K | 0.08% | 50 |
|
2017
Q2 | $860K | Hold |
14,052
| – | – | 0.08% | 46 |
|
2017
Q1 | $810K | Sell |
14,052
-400
| -3% | -$23.1K | 0.08% | 48 |
|
2016
Q4 | $768K | Buy |
14,452
+4,864
| +51% | +$258K | 0.08% | 47 |
|
2016
Q3 | $477K | Sell |
9,588
-34
| -0.4% | -$1.69K | 0.05% | 48 |
|
2016
Q2 | $523K | Hold |
9,622
| – | – | 0.06% | 47 |
|
2016
Q1 | $494K | Sell |
9,622
-400
| -4% | -$20.5K | 0.06% | 52 |
|
2015
Q4 | $458K | Sell |
10,022
-150
| -1% | -$6.86K | 0.05% | 52 |
|
2015
Q3 | $440K | Hold |
10,172
| – | – | 0.06% | 48 |
|
2015
Q2 | $421K | Buy |
10,172
+400
| +4% | +$16.6K | 0.05% | 47 |
|
2015
Q1 | $388K | Hold |
9,772
| – | – | 0.04% | 46 |
|
2014
Q4 | $347K | Hold |
9,772
| – | – | 0.04% | 47 |
|
2014
Q3 | $316K | Hold |
9,772
| – | – | 0.04% | 47 |
|
2014
Q2 | $295K | Sell |
9,772
-1,472
| -13% | -$44.4K | 0.04% | 48 |
|
2014
Q1 | $319K | Hold |
11,244
| – | – | 0.04% | 47 |
|
2013
Q4 | $332K | Sell |
11,244
-1,884
| -14% | -$55.6K | 0.05% | 49 |
|
2013
Q3 | $332K | Buy |
+13,128
| New | +$332K | 0.05% | 43 |
|