Clearwater Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,870
| Closed | -$211K | – | 152 |
|
|
2023
Q1 | $211K | Sell |
1,870
-900
| -32% | -$102K | 0.03% | 141 |
|
|
2022
Q4 | $280K | Hold |
2,770
| – | – | 0.04% | 128 |
|
|
2022
Q3 | $259K | Buy |
+2,770
| New | +$259K | 0.04% | 133 |
|
|
2022
Q2 | – | Sell |
-2,770
| Closed | -$281K | – | 158 |
|
|
2022
Q1 | $281K | Sell |
2,770
-50
| -2% | -$5.07K | 0.03% | 138 |
|
|
2021
Q4 | $293K | Sell |
2,820
-100
| -3% | -$10.4K | 0.03% | 138 |
|
|
2021
Q3 | $317K | Hold |
2,920
| – | – | 0.04% | 127 |
|
|
2021
Q2 | $312K | Sell |
2,920
-50
| -2% | -$5.34K | 0.04% | 131 |
|
|
2021
Q1 | $354K | Buy |
2,970
+427
| +17% | +$50.9K | 0.04% | 119 |
|
|
2020
Q4 | $290K | Buy |
+2,543
| New | +$290K | 0.04% | 121 |
|