Dynamic Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,430
| Closed | -$487K | – | 143 |
|
|
2017
Q4 | $487K | Buy |
+7,430
| New | +$487K | 0.17% | 153 |
|
|
2016
Q3 | – | Sell |
-45,796
| Closed | -$2.49M | – | 396 |
|
|
2016
Q2 | $2.49M | Buy |
+45,796
| New | +$2.49M | 0.29% | 116 |
|
|
2016
Q1 | – | Sell |
-13,824
| Closed | -$632K | – | 366 |
|
|
2015
Q4 | $632K | Buy |
+13,824
| New | +$632K | 0.3% | 107 |
|
|
2014
Q3 | – | Sell |
-25,120
| Closed | -$758K | – | 368 |
|
|
2014
Q2 | $758K | Buy |
25,120
+2,522
| +11% | +$76.1K | 0.21% | 162 |
|
|
2014
Q1 | $641K | Buy |
+22,598
| New | +$641K | 0.21% | 160 |
|