Donor Advised Charitable Giving’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 |
-2,485
| Closed | -$266K | – | 75 |
|
|
2021
Q2 | $266K | Hold |
2,485
| – | – | 0.03% | 109 |
|
|
2021
Q1 | $296K | Hold |
2,485
| – | – | 0.03% | 105 |
|
|
2020
Q4 | $283K | Hold |
2,485
| – | – | 0.04% | 103 |
|
|
2020
Q3 | $256K | Hold |
2,485
| – | – | 0.07% | 53 |
|
|
2020
Q2 | $243K | Hold |
2,485
| – | – | 0.09% | 49 |
|
|
2020
Q1 | $236K | Hold |
2,485
| – | – | 0.12% | 41 |
|
|
2019
Q4 | $287K | Hold |
2,485
| – | – | 0.15% | 42 |
|
|
2019
Q3 | $257K | Hold |
2,485
| – | – | 0.2% | 46 |
|
|
2019
Q2 | $227K | Buy |
+2,485
| New | +$227K | 0.18% | 50 |
|