WESPAC Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,522
| Closed | -$1.4M | – | 116 |
|
|
2021
Q4 | $1.4M | Buy |
13,522
+547
| +4% | +$56.8K | 0.94% | 43 |
|
|
2021
Q3 | $1.41M | Buy |
12,975
+7,264
| +127% | +$788K | 0.87% | 40 |
|
|
2021
Q2 | $610K | Sell |
5,711
-6,122
| -52% | -$654K | 1.17% | 33 |
|
|
2021
Q1 | $1.41M | Buy |
+11,833
| New | +$1.41M | 1.05% | 29 |
|
|
2020
Q3 | – | Sell |
-3,878
| Closed | -$379K | – | 96 |
|
|
2020
Q2 | $379K | Buy |
+3,878
| New | +$379K | 0.43% | 75 |
|
|
2019
Q4 | – | Sell |
-5,261
| Closed | -$545K | – | 105 |
|
|
2019
Q3 | $545K | Buy |
5,261
+2,054
| +64% | +$213K | 0.54% | 62 |
|
|
2019
Q2 | $292K | Sell |
3,207
-2,857
| -47% | -$260K | 0.22% | 87 |
|
|
2019
Q1 | $531K | Buy |
6,064
+2,845
| +88% | +$249K | 0.37% | 73 |
|
|
2018
Q4 | $237K | Buy |
+3,219
| New | +$237K | 0.23% | 86 |
|
|
2016
Q1 | – | Sell |
-18,284
| Closed | -$836K | – | 103 |
|
|
2015
Q4 | $836K | Buy |
+18,284
| New | +$836K | 0.97% | 48 |
|