Caldera Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.63M | Sell |
27,661
-214,141
| -89% | -$20.3M | 14.41% | 3 |
|
|
2019
Q4 | $28M | Sell |
241,802
-73,050
| -23% | -$8.45M | 17.29% | 3 |
|
|
2019
Q3 | $32.6M | Buy |
314,852
+77,945
| +33% | +$8.07M | 18.77% | 1 |
|
|
2019
Q2 | $21.6M | Buy |
236,907
+111,411
| +89% | +$10.2M | 12.4% | 3 |
|
|
2019
Q1 | $11.1M | Buy |
125,496
+114,726
| +1,065% | +$10.1M | 7.04% | 8 |
|
|
2018
Q4 | $791K | Buy |
+10,770
| New | +$791K | 0.71% | 15 |
|