WealthTrust-Arizona’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $14K | Sell |
197
-4
| -2% | -$284 | 0.01% | 323 |
|
|
2018
Q3 | $17K | Hold |
201
| – | – | 0.01% | 316 |
|
|
2018
Q2 | $15K | Sell |
201
-17
| -8% | -$1.27K | 0.01% | 325 |
|
|
2018
Q1 | $16K | Sell |
218
-4
| -2% | -$294 | 0.01% | 324 |
|
|
2017
Q4 | $15K | Hold |
222
| – | – | 0.01% | 338 |
|
|
2017
Q3 | $14K | Hold |
222
| – | – | 0.01% | 336 |
|
|
2017
Q2 | $14K | Hold |
222
| – | – | 0.01% | 319 |
|
|
2017
Q1 | $13K | Sell |
222
-64
| -22% | -$3.75K | 0.01% | 331 |
|
|
2016
Q4 | $15K | Hold |
286
| – | – | 0.01% | 306 |
|
|
2016
Q3 | $14K | Hold |
286
| – | – | 0.01% | 312 |
|
|
2016
Q2 | $16K | Sell |
286
-36
| -11% | -$2.01K | 0.01% | 273 |
|
|
2016
Q1 | $17K | Sell |
322
-10
| -3% | -$528 | 0.01% | 256 |
|
|
2015
Q4 | $15K | Sell |
332
-232
| -41% | -$10.5K | 0.01% | 315 |
|
|
2015
Q3 | $24K | Sell |
564
-24
| -4% | -$1.02K | 0.01% | 226 |
|
|
2015
Q2 | $24K | Sell |
588
-56
| -9% | -$2.29K | 0.01% | 246 |
|
|
2015
Q1 | $26K | Hold |
644
| – | – | 0.02% | 233 |
|
|
2014
Q4 | $23K | Hold |
644
| – | – | 0.02% | 248 |
|
|
2014
Q3 | $21K | Hold |
644
| – | – | 0.02% | 272 |
|
|
2014
Q2 | $19K | Sell |
644
-36
| -5% | -$1.06K | 0.02% | 291 |
|
|
2014
Q1 | $19K | Hold |
680
| – | – | 0.02% | 302 |
|
|
2013
Q4 | $20K | Sell |
680
-24
| -3% | -$706 | 0.02% | 268 |
|
|
2013
Q3 | $18K | Sell |
704
-24
| -3% | -$614 | 0.02% | 257 |
|
|
2013
Q2 | $16K | Buy |
+728
| New | +$16K | 0.02% | 255 |
|