Schneider Downs Wealth Management Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,906
| Closed | -$459K | – | 128 |
|
|
2022
Q3 | $459K | Buy |
4,906
+27
| +0.6% | +$2.53K | 0.13% | 65 |
|
|
2022
Q2 | $434K | Buy |
+4,879
| New | +$434K | 0.12% | 78 |
|
|
2021
Q4 | – | Sell |
-1,901
| Closed | -$206K | – | 156 |
|
|
2021
Q3 | $206K | Sell |
1,901
-111
| -6% | -$12K | 0.05% | 141 |
|
|
2021
Q2 | $215K | Sell |
2,012
-40
| -2% | -$4.27K | 0.06% | 132 |
|
|
2021
Q1 | $244K | Buy |
+2,052
| New | +$244K | 0.06% | 115 |
|