Freedman Financial Associates’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-864
| Closed | -$89K | – | 149 |
|
2022
Q1 | $89K | Hold |
864
| – | – | 0.06% | 131 |
|
2021
Q4 | $90K | Hold |
864
| – | – | 0.06% | 130 |
|
2021
Q3 | $94K | Hold |
864
| – | – | 0.07% | 120 |
|
2021
Q2 | $92K | Hold |
864
| – | – | 0.07% | 117 |
|
2021
Q1 | $103K | Hold |
864
| – | – | 0.09% | 102 |
|
2020
Q4 | $98K | Buy |
+864
| New | +$98K | 0.09% | 97 |
|