BBR Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,068
| Closed | -$210K | – | 237 |
|
|
2022
Q1 | $210K | Hold |
2,068
| – | – | 0.02% | 220 |
|
|
2021
Q4 | $215K | Sell |
2,068
-62
| -3% | -$6.45K | 0.03% | 187 |
|
|
2021
Q3 | $231K | Sell |
2,130
-441
| -17% | -$47.8K | 0.02% | 197 |
|
|
2021
Q2 | $275K | Sell |
2,571
-516
| -17% | -$55.2K | 0.02% | 164 |
|
|
2021
Q1 | $367K | Sell |
3,087
-704
| -19% | -$83.7K | 0.03% | 149 |
|
|
2020
Q4 | $432K | Buy |
3,791
+8
| +0.2% | +$912 | 0.04% | 121 |
|
|
2020
Q3 | $390K | Buy |
3,783
+1,580
| +72% | +$163K | 0.03% | 130 |
|
|
2020
Q2 | $215K | Buy |
+2,203
| New | +$215K | 0.03% | 147 |
|