Shine Investment Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-324
| Closed | -$32K | – | 729 |
|
|
2020
Q2 | $32K | Sell |
324
-756
| -70% | -$74.7K | 0.01% | 384 |
|
|
2020
Q1 | $103K | Sell |
1,080
-58
| -5% | -$5.53K | 0.05% | 176 |
|
|
2019
Q4 | $132K | Sell |
1,138
-35
| -3% | -$4.06K | 0.05% | 173 |
|
|
2019
Q3 | $122K | Buy |
1,173
+206
| +21% | +$21.4K | 0.06% | 154 |
|
|
2019
Q2 | $88K | Buy |
967
+70
| +8% | +$6.37K | 0.04% | 206 |
|
|
2019
Q1 | $79K | Sell |
897
-200
| -18% | -$17.6K | 0.04% | 221 |
|
|
2018
Q4 | $81K | Sell |
1,097
-9
| -0.8% | -$665 | 0.04% | 199 |
|
|
2018
Q3 | $91K | Sell |
1,106
-31
| -3% | -$2.55K | 0.05% | 200 |
|
|
2018
Q2 | $84K | Buy |
1,137
+101
| +10% | +$7.46K | 0.04% | 211 |
|
|
2018
Q1 | $74K | Sell |
1,036
-40
| -4% | -$2.86K | 0.04% | 226 |
|
|
2017
Q4 | $71K | Buy |
1,076
+66
| +7% | +$4.36K | 0.04% | 235 |
|
|
2017
Q3 | $65K | Buy |
1,010
+100
| +11% | +$6.44K | 0.03% | 244 |
|
|
2017
Q2 | $56K | Buy |
+910
| New | +$56K | 0.03% | 258 |
|