Counsel Portfolio Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-42,984
| Closed | -$1.78M | – | 295 |
|
|
2015
Q2 | $1.78M | Sell |
42,984
-816
| -2% | -$33.8K | 0.18% | 149 |
|
|
2015
Q1 | $1.74M | Sell |
43,800
-50,174
| -53% | -$1.99M | 0.17% | 150 |
|
|
2014
Q4 | $3.34M | Buy |
93,974
+2,166
| +2% | +$76.9K | 0.34% | 91 |
|
|
2014
Q3 | $2.97M | Buy |
91,808
+43,394
| +90% | +$1.4M | 0.31% | 106 |
|
|
2014
Q2 | $1.46M | Sell |
48,414
-9,384
| -16% | -$283K | 0.14% | 192 |
|
|
2014
Q1 | $1.64M | Buy |
+57,798
| New | +$1.64M | 0.16% | 158 |
|