Chad R. Baker’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 |
-24,000
| Closed | -$2.6M | – | 52 |
|
|
2021
Q3 | $2.6M | Hold |
24,000
| – | – | 0.58% | 42 |
|
|
2021
Q2 | $2.57M | Sell |
24,000
-29,100
| -55% | -$3.11M | 0.58% | 42 |
|
|
2021
Q1 | $6.32M | Hold |
53,100
| – | – | 1.51% | 29 |
|
|
2020
Q4 | $6.05M | Hold |
53,100
| – | – | 1.47% | 29 |
|
|
2020
Q3 | $5.47M | Hold |
53,100
| – | – | 1.47% | 31 |
|
|
2020
Q2 | $5.18M | Hold |
53,100
| – | – | 1.56% | 29 |
|
|
2020
Q1 | $5.04M | Buy |
+53,100
| New | +$5.04M | 1.96% | 25 |
|