Brooks Moore & Associates’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,055
| Closed | -$982K | – | 99 |
|
|
2021
Q3 | $982K | Buy |
9,055
+1,410
| +18% | +$153K | 0.64% | 48 |
|
|
2021
Q2 | $817K | Buy |
7,645
+1,575
| +26% | +$168K | 0.52% | 52 |
|
|
2021
Q1 | $723K | Buy |
6,070
+2,240
| +58% | +$267K | 0.49% | 55 |
|
|
2020
Q4 | $436K | Buy |
3,830
+1,255
| +49% | +$143K | 0.34% | 70 |
|
|
2020
Q3 | $265K | Buy |
+2,575
| New | +$265K | 0.23% | 74 |
|