Sutton 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 | $179K | Buy |
1,583
+36
| +2% | +$4.07K | 0.09% | 117 |
|
|
2023
Q2 | $195K | Hold |
1,547
| – | – | 0.09% | 111 |
|
|
2023
Q1 | $175K | Sell |
1,547
-22
| -1% | -$2.49K | 0.09% | 113 |
|
|
2022
Q4 | $159K | Buy |
1,569
+77
| +5% | +$7.78K | 0.06% | 197 |
|
|
2022
Q3 | $140K | Sell |
1,492
-17
| -1% | -$1.59K | 0.06% | 208 |
|
|
2022
Q2 | $134K | Buy |
1,509
+53
| +4% | +$4.72K | 0.05% | 206 |
|
|
2022
Q1 | $148K | Sell |
1,456
-44
| -3% | -$4.46K | 0.05% | 207 |
|
|
2021
Q4 | $156K | Sell |
1,500
-24
| -2% | -$2.49K | 0.05% | 206 |
|
|
2021
Q3 | $165K | Buy |
1,524
+5
| +0.3% | +$543 | 0.06% | 193 |
|
|
2021
Q2 | $162K | Buy |
1,519
+89
| +6% | +$9.51K | 0.06% | 199 |
|
|
2021
Q1 | $170K | Sell |
1,430
-13
| -0.9% | -$1.55K | 0.07% | 185 |
|
|
2020
Q4 | $164K | Buy |
1,443
+13
| +0.9% | +$1.48K | 0.07% | 181 |
|
|
2020
Q3 | $147K | Hold |
1,430
| – | – | 0.07% | 172 |
|
|
2020
Q2 | $140K | Sell |
1,430
-60
| -4% | -$5.86K | 0.07% | 174 |
|
|
2020
Q1 | $142K | Buy |
1,490
+18
| +1% | +$1.71K | 0.09% | 159 |
|
|
2019
Q4 | $170K | Hold |
1,472
| – | – | 0.09% | 168 |
|
|
2019
Q3 | $152K | Buy |
1,472
+23
| +2% | +$2.38K | 0.09% | 170 |
|
|
2019
Q2 | $132K | Hold |
1,449
| – | – | 0.08% | 179 |
|
|
2019
Q1 | $128K | Buy |
1,449
+21
| +1% | +$1.85K | 0.07% | 181 |
|
|
2018
Q4 | $105K | Hold |
1,428
| – | – | 0.07% | 187 |
|
|
2018
Q3 | $118K | Hold |
1,428
| – | – | 0.08% | 181 |
|
|
2018
Q2 | $106K | Hold |
1,428
| – | – | 0.07% | 192 |
|
|
2018
Q1 | $102K | Buy |
1,428
+1,348
| +1,685% | +$96.1K | 0.07% | 196 |
|
|
2017
Q4 | $5.25K | Hold |
80
| – | – | ﹤0.01% | 885 |
|
|
2017
Q3 | $5.16K | Hold |
80
| – | – | ﹤0.01% | 872 |
|
|
2017
Q2 | $4.89K | Hold |
80
| – | – | ﹤0.01% | 878 |
|
|
2017
Q1 | $4.61K | Hold |
80
| – | – | ﹤0.01% | 858 |
|
|
2016
Q4 | $4.25K | Hold |
80
| – | – | ﹤0.01% | 866 |
|
|
2016
Q3 | $3.98K | Buy |
80
+40
| +100% | +$1.99K | ﹤0.01% | 865 |
|
|
2016
Q2 | $2.18K | Hold |
40
| – | – | ﹤0.01% | 878 |
|
|
2016
Q1 | $2.05K | Buy |
+40
| New | +$2.05K | ﹤0.01% | 874 |
|