Wealthfront’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.36M | Buy |
16,455
+712
| +5% | +$58.7K | 0.01% | 196 |
|
|
2018
Q2 | $1.17M | Sell |
15,743
-2,789
| -15% | -$207K | 0.01% | 222 |
|
|
2018
Q1 | $1.32M | Buy |
18,532
+988
| +6% | +$70.5K | 0.01% | 197 |
|
|
2017
Q4 | $1.15M | Buy |
17,544
+1,336
| +8% | +$87.6K | 0.01% | 203 |
|
|
2017
Q3 | $1.05M | Buy |
16,208
+1,348
| +9% | +$86.9K | 0.01% | 191 |
|
|
2017
Q2 | $909K | Buy |
14,860
+1,436
| +11% | +$87.8K | 0.01% | 165 |
|
|
2017
Q1 | $774K | Buy |
13,424
+550
| +4% | +$31.7K | 0.01% | 158 |
|
|
2016
Q4 | $684K | Buy |
12,874
+2,018
| +19% | +$107K | 0.02% | 150 |
|
|
2016
Q3 | $540K | Sell |
10,856
-764
| -7% | -$38K | 0.01% | 170 |
|
|
2016
Q2 | $632K | Buy |
11,620
+570
| +5% | +$31K | 0.02% | 138 |
|
|
2016
Q1 | $567K | Buy |
11,050
+2,006
| +22% | +$103K | 0.02% | 138 |
|
|
2015
Q4 | $414K | Buy |
9,044
+74
| +0.8% | +$3.39K | 0.01% | 164 |
|
|
2015
Q3 | $388K | Buy |
8,970
+3,182
| +55% | +$138K | 0.02% | 163 |
|
|
2015
Q2 | $240K | Buy |
5,788
+766
| +15% | +$31.8K | 0.01% | 226 |
|
|
2015
Q1 | $199K | Buy |
5,022
+390
| +8% | +$15.5K | 0.01% | 246 |
|
|
2014
Q4 | $164K | Buy |
4,632
+1,944
| +72% | +$68.8K | 0.01% | 263 |
|
|
2014
Q3 | $87K | Buy |
2,688
+1,488
| +124% | +$48.2K | 0.01% | 307 |
|
|
2014
Q2 | $37K | Buy |
1,200
+424
| +55% | +$13.1K | ﹤0.01% | 416 |
|
|
2014
Q1 | $22K | Buy |
+776
| New | +$22K | ﹤0.01% | 414 |
|