AtonRa Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $406K | Sell |
3,060
-593
| -16% | -$78.8K | 0.81% | 55 |
|
|
2023
Q3 | $413K | Sell |
3,653
-598
| -14% | -$67.6K | 0.87% | 45 |
|
|
2023
Q2 | $536K | Sell |
4,251
-65
| -2% | -$8.2K | 0.83% | 48 |
|
|
2023
Q1 | $488K | Sell |
4,316
-1,104
| -20% | -$125K | 0.71% | 64 |
|
|
2022
Q4 | $548K | Sell |
5,420
-2,263
| -29% | -$229K | 0.7% | 65 |
|
|
2022
Q3 | $719K | Buy |
7,683
+26
| +0.3% | +$2.43K | 0.71% | 64 |
|
|
2022
Q2 | $681K | Sell |
7,657
-7,868
| -51% | -$700K | 0.63% | 73 |
|
|
2022
Q1 | $1.57M | Sell |
15,525
-12,631
| -45% | -$1.28M | 0.86% | 46 |
|
|
2021
Q4 | $2.92M | Buy |
28,156
+12,416
| +79% | +$1.29M | 1.01% | 45 |
|
|
2021
Q3 | $1.71M | Buy |
15,740
+2,502
| +19% | +$272K | 0.57% | 69 |
|
|
2021
Q2 | $1.42M | Sell |
13,238
-622
| -4% | -$66.5K | 0.52% | 71 |
|
|
2021
Q1 | $1.65M | Sell |
13,860
-5,830
| -30% | -$694K | 0.74% | 55 |
|
|
2020
Q4 | $2.24M | Buy |
+19,690
| New | +$2.24M | 1.1% | 41 |
|