SOA Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-36
| Closed | -$4.54K | – | 943 |
|
|
2023
Q2 | $4.54K | Hold |
36
| – | – | ﹤0.01% | 633 |
|
|
2023
Q1 | $4.07K | Hold |
36
| – | – | ﹤0.01% | 647 |
|
|
2022
Q4 | $3.64K | Sell |
36
-4
| -10% | -$404 | ﹤0.01% | 664 |
|
|
2022
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 658 |
|
|
2022
Q2 | $3K | Sell |
40
-20
| -33% | -$1.5K | ﹤0.01% | 638 |
|
|
2022
Q1 | $6K | Hold |
60
| – | – | ﹤0.01% | 659 |
|
|
2021
Q4 | $6K | Hold |
60
| – | – | ﹤0.01% | 636 |
|
|
2021
Q3 | $6K | Sell |
60
-2
| -3% | -$200 | ﹤0.01% | 659 |
|
|
2021
Q2 | $6K | Hold |
62
| – | – | ﹤0.01% | 646 |
|
|
2021
Q1 | $7K | Buy |
62
+11
| +22% | +$1.24K | ﹤0.01% | 575 |
|
|
2020
Q4 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 607 |
|