Arden Trust’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $300K | Sell |
2,011
-1
| -0% | -$149 | 0.04% | 187 |
|
2024
Q1 | $322K | Sell |
2,012
-40
| -2% | -$6.39K | 0.04% | 190 |
|
2023
Q4 | $273K | Sell |
2,052
-112
| -5% | -$14.9K | 0.04% | 209 |
|
2023
Q3 | $244K | Sell |
2,164
-371
| -15% | -$41.9K | 0.04% | 213 |
|
2023
Q2 | $320K | Sell |
2,535
-801
| -24% | -$101K | 0.05% | 191 |
|
2023
Q1 | $377K | Sell |
3,336
-1,470
| -31% | -$166K | 0.07% | 211 |
|
2022
Q4 | $486K | Sell |
4,806
-1
| -0% | -$101 | 0.1% | 178 |
|
2022
Q3 | $449K | Buy |
4,807
+980
| +26% | +$91.5K | 0.11% | 171 |
|
2022
Q2 | $341K | Sell |
3,827
-153
| -4% | -$13.6K | 0.08% | 208 |
|
2022
Q1 | $404K | Buy |
3,980
+952
| +31% | +$96.6K | 0.08% | 198 |
|
2021
Q4 | $314K | Buy |
+3,028
| New | +$314K | 0.05% | 251 |
|
2020
Q2 | – | Sell |
-1,300
| Closed | -$123K | – | 482 |
|
2020
Q1 | $123K | Buy |
+1,300
| New | +$123K | 0.02% | 354 |
|