SVA Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.54M | Sell |
48,626
-9,771
| -17% | -$1.11M | 0.48% | 46 |
|
|
2020
Q3 | $6.02M | Sell |
58,397
-778
| -1% | -$80.2K | 0.6% | 38 |
|
|
2020
Q2 | $5.78M | Sell |
59,175
-721
| -1% | -$70.4K | 0.62% | 38 |
|
|
2020
Q1 | $5.69M | Sell |
59,896
-7,265
| -11% | -$690K | 0.65% | 30 |
|
|
2019
Q4 | $7.77M | Sell |
67,161
-1,351
| -2% | -$156K | 0.71% | 27 |
|
|
2019
Q3 | $7.1M | Buy |
68,512
+2,175
| +3% | +$225K | 0.7% | 29 |
|
|
2019
Q2 | $6.05M | Sell |
66,337
-17,937
| -21% | -$1.64M | 0.6% | 37 |
|
|
2019
Q1 | $7.44M | Sell |
84,274
-175
| -0.2% | -$15.5K | 0.72% | 31 |
|
|
2018
Q4 | $6.21M | Sell |
84,449
-5,356
| -6% | -$394K | 0.7% | 38 |
|
|
2018
Q3 | $7.4M | Sell |
89,805
-8,870
| -9% | -$731K | 0.75% | 34 |
|
|
2018
Q2 | $7.31M | Buy |
98,675
+44,195
| +81% | +$3.27M | 0.79% | 30 |
|
|
2018
Q1 | $7.03M | Sell |
54,480
-52,170
| -49% | -$6.73M | 0.87% | 31 |
|
|
2017
Q4 | $6.99M | Sell |
106,650
-2,310
| -2% | -$151K | 0.82% | 33 |
|
|
2017
Q3 | $7.03M | Sell |
108,960
-1,044
| -0.9% | -$67.3K | 0.87% | 31 |
|
|
2017
Q2 | $6.73M | Sell |
110,004
-880
| -0.8% | -$53.8K | 0.87% | 33 |
|
|
2017
Q1 | $6.39M | Buy |
110,884
+1,940
| +2% | +$112K | 0.87% | 35 |
|
|
2016
Q4 | $5.79M | Buy |
108,944
+200
| +0.2% | +$10.6K | 0.86% | 36 |
|
|
2016
Q3 | $5.41M | Buy |
108,744
+3,400
| +3% | +$169K | 0.84% | 36 |
|
|
2016
Q2 | $5.73M | Buy |
105,344
+670
| +0.6% | +$36.4K | 0.93% | 30 |
|
|
2016
Q1 | $5.37M | Sell |
104,674
-3,162
| -3% | -$162K | 0.89% | 34 |
|
|
2015
Q4 | $4.93M | Sell |
107,836
-690
| -0.6% | -$31.6K | 0.85% | 34 |
|
|
2015
Q3 | $4.7M | Buy |
108,526
+1,550
| +1% | +$67.1K | 0.88% | 34 |
|
|
2015
Q2 | $4.43M | Sell |
106,976
-1,180
| -1% | -$48.9K | 0.82% | 44 |
|
|
2015
Q1 | $4.29M | Buy |
108,156
+99,132
| +1,099% | +$3.94M | 0.78% | 44 |
|
|
2014
Q4 | $320K | Buy |
9,024
+1,226
| +16% | +$43.5K | 0.12% | 147 |
|
|
2014
Q3 | $252K | Hold |
7,798
| – | – | 0.11% | 140 |
|
|
2014
Q2 | $235K | Buy |
7,798
+220
| +3% | +$6.63K | 0.1% | 146 |
|
|
2014
Q1 | $215K | Buy |
+7,578
| New | +$215K | 0.1% | 142 |
|