WealthTrust Fairport’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $65K | Sell |
740
-200
| -21% | -$17.6K | 0.01% | 218 |
|
|
2018
Q4 | $69K | Sell |
940
-200
| -18% | -$14.7K | 0.01% | 209 |
|
|
2018
Q3 | $94K | Sell |
1,140
-100
| -8% | -$8.25K | 0.01% | 207 |
|
|
2018
Q2 | $92K | Sell |
1,240
-100
| -7% | -$7.42K | 0.01% | 205 |
|
|
2018
Q1 | $96K | Buy |
+1,340
| New | +$96K | 0.01% | 187 |
|
|
2015
Q1 | – | Sell |
-2,800
| Closed | -$99K | – | 226 |
|
|
2014
Q4 | $99K | Buy |
+2,800
| New | +$99K | 0.01% | 143 |
|