Coyle Financial Counsel’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-18,431
| Closed | -$1.97M | – | 64 |
|
|
2021
Q2 | $1.97M | Sell |
18,431
-122
| -0.7% | -$13K | 1.18% | 22 |
|
|
2021
Q1 | $2.21M | Sell |
18,553
-182
| -1% | -$21.7K | 1.53% | 19 |
|
|
2020
Q4 | $2.13M | Sell |
18,735
-142
| -0.8% | -$16.2K | 1.56% | 19 |
|
|
2020
Q3 | $1.95M | Sell |
18,877
-341
| -2% | -$35.1K | 1.63% | 17 |
|
|
2020
Q2 | $1.88M | Buy |
19,218
+5,307
| +38% | +$518K | 1.73% | 15 |
|
|
2020
Q1 | $1.32M | Sell |
13,911
-4,307
| -24% | -$409K | 1.65% | 16 |
|
|
2019
Q4 | $2.11M | Sell |
18,218
-96
| -0.5% | -$11.1K | 1.96% | 17 |
|
|
2019
Q3 | $1.9M | Buy |
+18,314
| New | +$1.9M | 1.93% | 15 |
|
|
2018
Q3 | – | Sell |
-106
| Closed | -$8K | – | 131 |
|
|
2018
Q2 | $8K | Buy |
+106
| New | +$8K | 0.01% | 128 |
|