Butensky & Cohen Financial Security’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-21,020
| Closed | -$1.12M | – | 134 |
|
|
2016
Q4 | $1.12M | Sell |
21,020
-470
| -2% | -$25K | 1.03% | 53 |
|
|
2016
Q3 | $1.07M | Sell |
21,490
-740
| -3% | -$36.8K | 1.03% | 55 |
|
|
2016
Q2 | $1.21M | Sell |
22,230
-4,120
| -16% | -$224K | 1.18% | 52 |
|
|
2016
Q1 | $1.35M | Sell |
26,350
-2,450
| -9% | -$126K | 1.3% | 45 |
|
|
2015
Q4 | $1.32M | Sell |
28,800
-2,860
| -9% | -$131K | 1.3% | 42 |
|
|
2015
Q3 | $1.37M | Sell |
31,660
-3,382
| -10% | -$146K | 1.46% | 31 |
|
|
2015
Q2 | $1.45M | Sell |
35,042
-2,130
| -6% | -$88.2K | 1.46% | 32 |
|
|
2015
Q1 | $1.48M | Sell |
37,172
-3,140
| -8% | -$125K | 1.47% | 30 |
|
|
2014
Q4 | $1.43M | Buy |
+40,312
| New | +$1.43M | 1.44% | 31 |
|