VA
Valmark Advisers’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
1,575
-354
| -18% | -$61K | ﹤0.01% | 567 |
|
|
2025
Q1 | $426K | Sell |
1,929
-207
| -10% | -$45.7K | 0.01% | 454 |
|
|
2024
Q4 | $439K | Sell |
2,136
-859
| -29% | -$176K | 0.01% | 446 |
|
|
2024
Q3 | $538K | Buy |
2,995
+820
| +38% | +$147K | 0.01% | 402 |
|
|
2024
Q2 | $324K | Buy |
2,175
+692
| +47% | +$103K | 0.01% | 455 |
|
|
2024
Q1 | $237K | Buy |
+1,483
| New | +$237K | ﹤0.01% | 491 |
|