WFG Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $525K | Buy |
8,584
+734
| +9% | +$44.9K | 0.12% | 196 |
|
|
2017
Q1 | $453K | Buy |
7,850
+6,850
| +685% | +$395K | 0.12% | 187 |
|
|
2016
Q4 | $53K | Hold |
1,000
| – | – | 0.01% | 703 |
|
|
2016
Q3 | $50K | Sell |
1,000
-200
| -17% | -$10K | 0.01% | 705 |
|
|
2016
Q2 | $65K | Hold |
1,200
| – | – | 0.02% | 621 |
|
|
2016
Q1 | $62K | Hold |
1,200
| – | – | 0.02% | 604 |
|
|
2015
Q4 | $55K | Hold |
1,200
| – | – | 0.02% | 638 |
|
|
2015
Q3 | $52K | Sell |
1,200
-200
| -14% | -$8.67K | 0.02% | 628 |
|
|
2015
Q2 | $58K | Hold |
1,400
| – | – | 0.02% | 682 |
|
|
2015
Q1 | $56K | Hold |
1,400
| – | – | 0.02% | 694 |
|
|
2014
Q4 | $50K | Hold |
1,400
| – | – | 0.01% | 881 |
|
|
2014
Q3 | $45K | Hold |
1,400
| – | – | 0.01% | 967 |
|
|
2014
Q2 | $42K | Hold |
1,400
| – | – | 0.01% | 976 |
|
|
2014
Q1 | $40K | Buy |
1,400
+800
| +133% | +$22.9K | 0.01% | 996 |
|
|
2013
Q4 | $18K | Hold |
600
| – | – | ﹤0.01% | 1373 |
|
|
2013
Q3 | $15K | Hold |
600
| – | – | ﹤0.01% | 1368 |
|
|
2013
Q2 | $13K | Buy |
+600
| New | +$13K | ﹤0.01% | 1370 |
|