Zeke Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $795K | Buy |
7,862
+421
| +6% | +$42.6K | 0.05% | 177 |
|
|
2022
Q3 | $697K | Sell |
7,441
-128
| -2% | -$12K | 0.05% | 163 |
|
|
2022
Q2 | $673K | Sell |
7,569
-940
| -11% | -$83.6K | 0.04% | 175 |
|
|
2022
Q1 | $863K | Buy |
8,509
+4,205
| +98% | +$426K | 0.04% | 157 |
|
|
2021
Q4 | $447K | Buy |
4,304
+530
| +14% | +$55K | 0.03% | 164 |
|
|
2021
Q3 | $409K | Buy |
3,774
+1,872
| +98% | +$203K | 0.02% | 168 |
|
|
2021
Q2 | $203K | Sell |
1,902
-66
| -3% | -$7.04K | 0.01% | 295 |
|
|
2021
Q1 | $234K | Sell |
1,968
-34
| -2% | -$4.04K | 0.02% | 244 |
|
|
2020
Q4 | $228K | Sell |
2,002
-246
| -11% | -$28K | 0.02% | 240 |
|
|
2020
Q3 | $232K | Sell |
2,248
-6
| -0.3% | -$619 | 0.03% | 191 |
|
|
2020
Q2 | $220K | Sell |
2,254
-49
| -2% | -$4.78K | 0.04% | 176 |
|
|
2020
Q1 | $219K | Sell |
2,303
-4,702
| -67% | -$447K | 0.06% | 182 |
|
|
2019
Q4 | $810K | Sell |
7,005
-1,371
| -16% | -$159K | 0.07% | 251 |
|
|
2019
Q3 | $868K | Buy |
8,376
+2,518
| +43% | +$261K | 0.08% | 224 |
|
|
2019
Q2 | $534K | Hold |
5,858
| – | – | 0.05% | 343 |
|
|
2019
Q1 | $517K | Sell |
5,858
-1,190
| -17% | -$105K | 0.05% | 349 |
|
|
2018
Q4 | $518K | Buy |
7,048
+68
| +1% | +$5K | 0.05% | 327 |
|
|
2018
Q3 | $575K | Sell |
6,980
-14
| -0.2% | -$1.15K | 0.05% | 372 |
|
|
2018
Q2 | $518K | Sell |
6,994
-23,500
| -77% | -$1.74M | 0.05% | 297 |
|
|
2018
Q1 | $2.18M | Buy |
30,494
+4,644
| +18% | +$331K | 0.2% | 89 |
|
|
2017
Q4 | $1.7M | Buy |
25,850
+2,772
| +12% | +$182K | 0.18% | 98 |
|
|
2017
Q3 | $1.49M | Buy |
23,078
+11,946
| +107% | +$770K | 0.2% | 82 |
|
|
2017
Q2 | $681K | Buy |
11,132
+2,944
| +36% | +$180K | 0.13% | 96 |
|
|
2017
Q1 | $472K | Buy |
+8,188
| New | +$472K | 0.1% | 120 |
|