First Personal Financial Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $180 | Buy |
+1
| New | +$180 | ﹤0.01% | 479 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$2K | – | 381 |
|
|
2019
Q4 | $2K | Sell |
20
-1,541
| -99% | -$154K | ﹤0.01% | 365 |
|
|
2019
Q3 | $162K | Buy |
1,561
+1,128
| +261% | +$117K | 0.05% | 141 |
|
|
2019
Q2 | $39K | Buy |
433
+20
| +5% | +$1.8K | 0.01% | 312 |
|
|
2019
Q1 | $36K | Buy |
413
+99
| +32% | +$8.63K | 0.01% | 322 |
|
|
2018
Q4 | $23K | Hold |
314
| – | – | 0.01% | 360 |
|
|
2018
Q3 | $26K | Hold |
314
| – | – | 0.01% | 374 |
|
|
2018
Q2 | $23K | Hold |
314
| – | – | 0.01% | 377 |
|
|
2018
Q1 | $22K | Hold |
314
| – | – | ﹤0.01% | 612 |
|
|
2017
Q4 | $21K | Buy |
+314
| New | +$21K | ﹤0.01% | 634 |
|
|
2015
Q2 | – | Sell |
-36
| Closed | -$2K | – | 497 |
|
|
2015
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 432 |
|
|
2014
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 410 |
|