Strategic Investment Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,901
| Closed | -$623K | – | 239 |
|
|
2024
Q1 | $623K | Sell |
3,901
-1,610
| -29% | -$257K | 0.08% | 156 |
|
|
2023
Q4 | $732K | Sell |
5,511
-474
| -8% | -$63K | 0.11% | 126 |
|
|
2023
Q3 | $676K | Sell |
5,985
-79
| -1% | -$8.92K | 0.11% | 142 |
|
|
2023
Q2 | $765K | Sell |
6,064
-173
| -3% | -$21.8K | 0.11% | 101 |
|
|
2023
Q1 | $705K | Sell |
6,237
-1,224
| -16% | -$138K | 0.13% | 125 |
|
|
2022
Q4 | $754K | Buy |
7,461
+655
| +10% | +$66.2K | 0.16% | 112 |
|
|
2022
Q3 | $637K | Buy |
+6,806
| New | +$637K | 0.14% | 111 |
|