Crestline Management’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 |
-1,400
| Closed | -$252K | – | 772 |
|
|
2024
Q3 | $252K | Buy |
+1,400
| New | +$252K | 0.01% | 472 |
|
|
2021
Q2 | – | Sell |
-11,583
| Closed | -$1.38M | – | 187 |
|
|
2021
Q1 | $1.38M | Buy |
11,583
+1,583
| +16% | +$188K | 0.18% | 50 |
|
|
2020
Q4 | $1.14M | Buy |
+10,000
| New | +$1.14M | 0.12% | 75 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 102 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 80 |
|