TD Ameritrade Investment Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-604
| Closed | -$54K | – | 606 |
|
|
2022
Q2 | $54K | Sell |
604
-473
| -44% | -$42.3K | ﹤0.01% | 292 |
|
|
2022
Q1 | $109K | Buy |
1,077
+30
| +3% | +$3.04K | ﹤0.01% | 283 |
|
|
2021
Q4 | $109K | Buy |
+1,047
| New | +$109K | ﹤0.01% | 283 |
|
|
2021
Q3 | – | Sell |
-723
| Closed | -$77K | – | 668 |
|
|
2021
Q2 | $77K | Buy |
+723
| New | +$77K | ﹤0.01% | 304 |
|
|
2020
Q3 | – | Sell |
-12
| Closed | -$1K | – | 642 |
|
|
2020
Q2 | $1K | Sell |
12
-3
| -20% | -$250 | ﹤0.01% | 606 |
|
|
2020
Q1 | $1K | Sell |
15
-6
| -29% | -$400 | ﹤0.01% | 578 |
|
|
2019
Q4 | $2K | Buy |
21
+19
| +950% | +$1.81K | ﹤0.01% | 570 |
|
|
2019
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 659 |
|
|
2018
Q4 | – | Sell |
-296
| Closed | -$24K | – | 592 |
|
|
2018
Q3 | $24K | Buy |
+296
| New | +$24K | ﹤0.01% | 268 |
|