SIA
Schechter Investment Advisors’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.02M | Sell |
4,614
-884
| -16% | -$195K | 0.08% | 232 |
|
|
2024
Q4 | $1.13M | Sell |
5,498
-378
| -6% | -$77.7K | 0.09% | 223 |
|
|
2024
Q3 | $1.06M | Sell |
5,876
-374
| -6% | -$67.2K | 0.08% | 245 |
|
|
2024
Q2 | $932K | Buy |
6,250
+123
| +2% | +$18.3K | 0.07% | 252 |
|
|
2024
Q1 | $979K | Sell |
6,127
-332
| -5% | -$53.1K | 0.07% | 250 |
|
|
2023
Q4 | $858K | Sell |
6,459
-508
| -7% | -$67.5K | 0.07% | 255 |
|
|
2023
Q3 | $787K | Buy |
6,967
+238
| +4% | +$26.9K | 0.08% | 261 |
|
|
2023
Q2 | $849K | Sell |
6,729
-66
| -1% | -$8.33K | 0.08% | 272 |
|
|
2023
Q1 | $768K | Buy |
6,795
+58
| +0.9% | +$6.56K | 0.07% | 312 |
|
|
2022
Q4 | $681K | Buy |
6,737
+1,076
| +19% | +$109K | 0.06% | 409 |
|
|
2022
Q3 | $530K | Buy |
5,661
+2,042
| +56% | +$191K | 0.05% | 492 |
|
|
2022
Q2 | $322K | Buy |
+3,619
| New | +$322K | 0.03% | 684 |
|
|
2022
Q1 | – | Sell |
-2,185
| Closed | -$226K | – | 942 |
|
|
2021
Q4 | $226K | Buy |
+2,185
| New | +$226K | 0.02% | 765 |
|