Charter Oak Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$10K | – | 406 |
|
|
2022
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 590 |
|
|
2022
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 621 |
|
|
2021
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 614 |
|
|
2021
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 560 |
|
|
2021
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 557 |
|
|
2021
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 512 |
|
|
2020
Q4 | $0 | Buy |
+100
| New | – | ﹤0.01% | 739 |
|