Codex Capital’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 |
-2,500
| Closed | -$271K | – | 42 |
|
|
2021
Q3 | $271K | Sell |
2,500
-200
| -7% | -$21.7K | 0.15% | 39 |
|
|
2021
Q2 | $289K | Sell |
2,700
-39,500
| -94% | -$4.22M | 0.15% | 39 |
|
|
2021
Q1 | $5.02M | Sell |
42,200
-2,000
| -5% | -$238K | 3.13% | 15 |
|
|
2020
Q4 | $5.04M | Sell |
44,200
-6,800
| -13% | -$775K | 3.01% | 20 |
|
|
2020
Q3 | $5.36M | Buy |
+51,000
| New | +$5.36M | 3.44% | 13 |
|