DC Investments Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,306
| Closed | -$301K | – | 317 |
|
|
2019
Q2 | $301K | Sell |
3,306
-3,659
| -53% | -$333K | 0.17% | 240 |
|
|
2019
Q1 | $615K | Hold |
6,965
| – | – | 0.39% | 94 |
|
|
2018
Q4 | $512K | Sell |
6,965
-285
| -4% | -$21K | 0.42% | 118 |
|
|
2018
Q3 | $597K | Sell |
7,250
-196
| -3% | -$16.1K | 0.4% | 61 |
|
|
2018
Q2 | $552K | Sell |
7,446
-7,692
| -51% | -$570K | 0.35% | 117 |
|
|
2018
Q1 | $1.08M | Sell |
15,138
-2,208
| -13% | -$157K | 0.72% | 28 |
|
|
2017
Q4 | $1.14M | Buy |
+17,346
| New | +$1.14M | 0.47% | 26 |
|