Wealthspire Advisors (Maryland)’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.24M | Sell |
21,757
-17,714
| -45% | -$1.83M | 0.08% | 117 |
|
|
2020
Q2 | $3.85M | Buy |
39,471
+945
| +2% | +$92.2K | 0.28% | 56 |
|
|
2020
Q1 | $3.66M | Buy |
38,526
+654
| +2% | +$62.1K | 0.32% | 51 |
|
|
2019
Q4 | $4.38M | Buy |
37,872
+763
| +2% | +$88.2K | 0.29% | 59 |
|
|
2019
Q3 | $3.84M | Buy |
37,109
+4,165
| +13% | +$431K | 0.28% | 61 |
|
|
2019
Q2 | $3M | Sell |
32,944
-318
| -1% | -$29K | 0.22% | 70 |
|
|
2019
Q1 | $2.94M | Sell |
33,262
-2,617
| -7% | -$231K | 0.22% | 71 |
|
|
2018
Q4 | $2.64M | Buy |
35,879
+412
| +1% | +$30.3K | 0.23% | 66 |
|
|
2018
Q3 | $2.92M | Buy |
35,467
+789
| +2% | +$65K | 0.24% | 64 |
|
|
2018
Q2 | $2.57M | Sell |
34,678
-1,506
| -4% | -$112K | 0.23% | 64 |
|
|
2018
Q1 | $2.58M | Buy |
36,184
+1,320
| +4% | +$94.1K | 0.24% | 63 |
|
|
2017
Q4 | $2.29M | Sell |
34,864
-456
| -1% | -$29.9K | 0.22% | 72 |
|
|
2017
Q3 | $2.28M | Buy |
35,320
+1,252
| +4% | +$80.7K | 0.25% | 67 |
|
|
2017
Q2 | $2.08M | Buy |
34,068
+1,710
| +5% | +$105K | 0.25% | 69 |
|
|
2017
Q1 | $1.87M | Buy |
32,358
+6,608
| +26% | +$381K | 0.27% | 57 |
|
|
2016
Q4 | $1.37M | Sell |
25,750
-7,476
| -23% | -$397K | 0.2% | 75 |
|
|
2016
Q3 | $1.65M | Sell |
33,226
-436
| -1% | -$21.7K | 0.26% | 61 |
|
|
2016
Q2 | $1.83M | Sell |
33,662
-2,068
| -6% | -$112K | 0.3% | 53 |
|
|
2016
Q1 | $1.83M | Sell |
35,730
-1,008
| -3% | -$51.7K | 0.32% | 54 |
|
|
2015
Q4 | $1.68M | Buy |
+36,738
| New | +$1.68M | 0.31% | 58 |
|