Essex Savings Bank’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
1,311
+201
| +18% | +$34.7K | 0.05% | 279 |
|
|
2025
Q1 | $245K | Hold |
1,110
| – | – | 0.06% | 252 |
|
|
2024
Q4 | $228K | Buy |
+1,110
| New | +$228K | 0.06% | 260 |
|
|
2020
Q1 | – | Sell |
-1,753
| Closed | -$203K | – | 152 |
|
|
2019
Q4 | $203K | Buy |
+1,753
| New | +$203K | 0.1% | 171 |
|
|
2019
Q3 | – | Sell |
-3,436
| Closed | -$313K | – | 332 |
|
|
2019
Q2 | $313K | Buy |
3,436
+1,217
| +55% | +$111K | 0.11% | 164 |
|
|
2019
Q1 | $196K | Buy |
2,219
+7
| +0.3% | +$618 | 0.11% | 144 |
|
|
2018
Q4 | $163K | Buy |
+2,212
| New | +$163K | 0.1% | 157 |
|