Beirne Wealth Consulting Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,000
| Closed | -$238K | – | 114 |
|
2021
Q1 | $238K | Sell |
2,000
-42
| -2% | -$5K | 0.14% | 81 |
|
2020
Q4 | $233K | Sell |
2,042
-939
| -31% | -$107K | 0.12% | 134 |
|
2020
Q3 | $307K | Buy |
2,981
+42
| +1% | +$4.33K | 0.18% | 92 |
|
2020
Q2 | $287K | Hold |
2,939
| – | – | 0.23% | 54 |
|
2020
Q1 | $279K | Hold |
2,939
| – | – | 0.3% | 51 |
|
2019
Q4 | $340K | Sell |
2,939
-237
| -7% | -$27.4K | 0.3% | 59 |
|
2019
Q3 | $329K | Buy |
+3,176
| New | +$329K | 0.27% | 86 |
|