Smith Hayes Advisers’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $843K | Sell |
16,430
-300
| -2% | -$15.4K | 0.17% | 146 |
|
|
2015
Q4 | $765K | Hold |
16,730
| – | – | 0.16% | 159 |
|
|
2015
Q3 | $722K | Sell |
16,730
-988
| -6% | -$42.6K | 0.16% | 157 |
|
|
2015
Q2 | $734K | Hold |
17,718
| – | – | 0.15% | 159 |
|
|
2015
Q1 | $703K | Sell |
17,718
-860
| -5% | -$34.1K | 0.14% | 174 |
|
|
2014
Q4 | $659K | Sell |
18,578
-400
| -2% | -$14.2K | 0.14% | 175 |
|
|
2014
Q3 | $613K | Hold |
18,978
| – | – | 0.14% | 163 |
|
|
2014
Q2 | $572K | Sell |
18,978
-50
| -0.3% | -$1.51K | 0.13% | 175 |
|
|
2014
Q1 | $539K | Buy |
19,028
+668
| +4% | +$18.9K | 0.13% | 173 |
|
|
2013
Q4 | $542K | Buy |
18,360
+8,960
| +95% | +$265K | 0.18% | 149 |
|
|
2013
Q3 | $237K | Sell |
9,400
-400
| -4% | -$10.1K | 0.09% | 209 |
|
|
2013
Q2 | $214K | Buy |
+9,800
| New | +$214K | 0.09% | 208 |
|