Capitolis Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-104,642
| Closed | -$10.9M | – | 274 |
|
2021
Q4 | $10.9M | Hold |
104,642
| – | – | 0.06% | 210 |
|
2021
Q3 | $11.5M | Sell |
104,642
-8,740
| -8% | -$962K | 0.1% | 153 |
|
2021
Q2 | $12.1M | Hold |
113,382
| – | – | 0.14% | 150 |
|
2021
Q1 | $13.5M | Buy |
113,382
+81,000
| +250% | +$9.64M | 0.23% | 98 |
|
2020
Q4 | $3.69M | Buy |
+32,382
| New | +$3.69M | 0.06% | 237 |
|