Badgley, Phelps & Bell’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $278K | Sell |
2,604
-133
| -5% | -$14.2K | 0.01% | 194 |
|
|
2021
Q1 | $326K | Sell |
2,737
-542
| -17% | -$64.6K | 0.01% | 181 |
|
|
2020
Q4 | $373K | Buy |
3,279
+554
| +20% | +$63K | 0.02% | 171 |
|
|
2020
Q3 | $281K | Buy |
2,725
+99
| +4% | +$10.2K | 0.01% | 181 |
|
|
2020
Q2 | $256K | Sell |
2,626
-112
| -4% | -$10.9K | 0.01% | 175 |
|
|
2020
Q1 | $260K | Buy |
2,738
+658
| +32% | +$62.5K | 0.02% | 161 |
|
|
2019
Q4 | $241K | Sell |
2,080
-320
| -13% | -$37.1K | 0.01% | 182 |
|
|
2019
Q3 | $249K | Hold |
2,400
| – | – | 0.01% | 172 |
|
|
2019
Q2 | $219K | Hold |
2,400
| – | – | 0.01% | 191 |
|
|
2019
Q1 | $212K | Buy |
+2,400
| New | +$212K | 0.01% | 194 |
|