DSC Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,516
| Closed | -$224K | – | 108 |
|
2022
Q2 | $224K | Sell |
2,516
-299
| -11% | -$26.6K | 0.22% | 98 |
|
2022
Q1 | $285K | Buy |
+2,815
| New | +$285K | 0.1% | 96 |
|
2014
Q4 | – | Sell |
-121,184
| Closed | -$3.92M | – | 62 |
|
2014
Q3 | $3.92M | Hold |
121,184
| – | – | 1.97% | 17 |
|
2014
Q2 | $3.66M | Hold |
121,184
| – | – | 1.96% | 17 |
|
2014
Q1 | $3.44M | Hold |
121,184
| – | – | 1.69% | 21 |
|
2013
Q4 | $3.58M | Hold |
121,184
| – | – | 1.74% | 19 |
|
2013
Q3 | $3.06M | Sell |
121,184
-120,000
| -50% | -$3.03M | 1.95% | 17 |
|
2013
Q2 | $5.27M | Buy |
+241,184
| New | +$5.27M | 3.49% | 8 |
|