FormulaFolio Investments’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $939K | Sell |
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|
2020
Q2 | $1M | Buy |
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|
2020
Q1 | $958K | Buy |
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|
2019
Q4 | $755K | Buy |
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|
2019
Q3 | $658K | Buy |
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|
2019
Q2 | $574K | Hold |
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|
2019
Q1 | $556K | Hold |
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|
2018
Q4 | $519K | Hold |
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|
2018
Q3 | $519K | Hold |
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|
2018
Q2 | $467K | Buy |
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|
2018
Q1 | $438K | Hold |
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|
2017
Q4 | $402K | Sell |
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|
2017
Q3 | $400K | Buy |
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|
2017
Q2 | $376K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $908K | Sell |
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|
2016
Q2 | $1M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $740K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $750K | Buy |
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|
2014
Q4 | $471K | Buy |
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