V Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,967
| Closed | -$224K | – | 426 |
|
|
2020
Q4 | $224K | Buy |
+1,967
| New | +$224K | 0.05% | 349 |
|
|
2020
Q3 | – | Sell |
-18,449
| Closed | -$1.8M | – | 221 |
|
|
2020
Q2 | $1.8M | Buy |
18,449
+327
| +2% | +$31.9K | 0.47% | 45 |
|
|
2020
Q1 | $1.72M | Sell |
18,122
-98
| -0.5% | -$9.31K | 0.54% | 37 |
|
|
2019
Q4 | $1.89M | Hold |
18,220
| – | – | 0.67% | 32 |
|
|
2019
Q3 | $1.89M | Buy |
+18,220
| New | +$1.89M | 0.67% | 32 |
|
|
2017
Q3 | – | Sell |
-220
| Closed | -$13K | – | 376 |
|
|
2017
Q2 | $13K | Buy |
+220
| New | +$13K | 0.01% | 517 |
|