CPWM LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,635
| Closed | -$273K | – | 273 |
|
|
2019
Q3 | $273K | Buy |
2,635
+46
| +2% | +$4.77K | 0.04% | 235 |
|
|
2019
Q2 | $236K | Hold |
2,589
| – | – | 0.03% | 242 |
|
|
2019
Q1 | $229K | Buy |
+2,589
| New | +$229K | 0.03% | 248 |
|
|
2018
Q4 | – | Sell |
-2,610
| Closed | -$215K | – | 267 |
|
|
2018
Q3 | $215K | Buy |
+2,610
| New | +$215K | 0.03% | 278 |
|
|
2017
Q1 | – | Sell |
-4,018
| Closed | -$214K | – | 256 |
|
|
2016
Q4 | $214K | Buy |
+4,018
| New | +$214K | 0.05% | 233 |
|
|
2016
Q3 | – | Sell |
-3,886
| Closed | -$211K | – | 272 |
|
|
2016
Q2 | $211K | Buy |
+3,886
| New | +$211K | 0.05% | 250 |
|