COWA LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,071
| Closed | -$372K | – | 129 |
|
|
2024
Q3 | $372K | Hold |
2,071
| – | – | 0.18% | 92 |
|
|
2024
Q2 | $309K | Sell |
2,071
-38
| -2% | -$5.66K | 0.16% | 94 |
|
|
2024
Q1 | $337K | Sell |
2,109
-1,076
| -34% | -$172K | 0.2% | 89 |
|
|
2023
Q4 | $423K | Hold |
3,185
| – | – | 0.26% | 70 |
|
|
2023
Q3 | $360K | Hold |
3,185
| – | – | 0.24% | 73 |
|
|
2023
Q2 | $402K | Buy |
3,185
+90
| +3% | +$11.4K | 0.26% | 67 |
|
|
2023
Q1 | $350K | Hold |
3,095
| – | – | 0.29% | 76 |
|
|
2022
Q4 | $313K | Sell |
3,095
-191
| -6% | -$19.3K | 0.19% | 91 |
|
|
2022
Q3 | $307K | Buy |
3,286
+527
| +19% | +$49.2K | 0.2% | 87 |
|
|
2022
Q2 | $245K | Sell |
2,759
-49
| -2% | -$4.35K | 0.14% | 107 |
|
|
2022
Q1 | $285K | Buy |
+2,808
| New | +$285K | 0.14% | 103 |
|