Advisory Research’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,918
| Closed | -$330K | – | 379 |
|
|
2023
Q3 | $330K | Hold |
2,918
| – | – | 0.05% | 353 |
|
|
2023
Q2 | $368K | Buy |
+2,918
| New | +$368K | 0.05% | 348 |
|
|
2016
Q2 | – | Sell |
-10,738
| Closed | -$551K | – | 259 |
|
|
2016
Q1 | $551K | Buy |
+10,738
| New | +$551K | 0.01% | 212 |
|
|
2014
Q2 | – | Sell |
-2,380
| Closed | -$67K | – | 451 |
|
|
2014
Q1 | $67K | Buy |
+2,380
| New | +$67K | ﹤0.01% | 661 |
|