Buckley Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,700
| Closed | -$716K | – | 130 |
|
|
2021
Q2 | $716K | Sell |
6,700
-250
| -4% | -$26.7K | 0.25% | 70 |
|
|
2021
Q1 | $827K | Buy |
6,950
+60
| +0.9% | +$7.14K | 0.31% | 62 |
|
|
2020
Q4 | $784K | Buy |
6,890
+655
| +11% | +$74.5K | 0.32% | 55 |
|
|
2020
Q3 | $643K | Sell |
6,235
-15
| -0.2% | -$1.55K | 0.29% | 59 |
|
|
2020
Q2 | $610K | Sell |
6,250
-55
| -0.9% | -$5.37K | 0.28% | 70 |
|
|
2020
Q1 | $599K | Sell |
6,305
-265
| -4% | -$25.2K | 0.33% | 61 |
|
|
2019
Q4 | $760K | Sell |
6,570
-1,375
| -17% | -$159K | 0.34% | 50 |
|
|
2019
Q3 | $823K | Sell |
7,945
-265
| -3% | -$27.5K | 0.4% | 44 |
|
|
2019
Q2 | $748K | Sell |
8,210
-550
| -6% | -$50.1K | 0.35% | 52 |
|
|
2019
Q1 | $773K | Sell |
8,760
-670
| -7% | -$59.1K | 0.37% | 50 |
|
|
2018
Q4 | $693K | Sell |
9,430
-415
| -4% | -$30.5K | 0.36% | 51 |
|
|
2018
Q3 | $811K | Sell |
9,845
-35
| -0.4% | -$2.88K | 0.35% | 54 |
|
|
2018
Q2 | $732K | Sell |
9,880
-350
| -3% | -$25.9K | 0.35% | 58 |
|
|
2018
Q1 | $730K | Buy |
10,230
+100
| +1% | +$7.14K | 0.36% | 57 |
|
|
2017
Q4 | $664K | Buy |
+10,130
| New | +$664K | 0.33% | 70 |
|