Gilbert & Cook’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,883
| Closed | -$369K | – | 151 |
|
|
2020
Q1 | $369K | Buy |
3,883
+908
| +31% | +$86.3K | 0.11% | 70 |
|
|
2019
Q4 | $344K | Buy |
2,975
+408
| +16% | +$47.2K | 0.08% | 89 |
|
|
2019
Q3 | $266K | Buy |
2,567
+227
| +10% | +$23.5K | 0.07% | 95 |
|
|
2019
Q2 | $213K | Sell |
2,340
-338
| -13% | -$30.8K | 0.06% | 108 |
|
|
2019
Q1 | $236K | Buy |
+2,678
| New | +$236K | 0.07% | 94 |
|