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