Harvest Volatility Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22,557
| Closed | -$2.55M | – | 134 |
|
|
2023
Q1 | $2.55M | Sell |
22,557
-4,251
| -16% | -$480K | 0.51% | 37 |
|
|
2022
Q4 | $2.71M | Sell |
26,808
-7,123
| -21% | -$720K | 0.55% | 38 |
|
|
2022
Q3 | $3.22M | Sell |
33,931
-1,425
| -4% | -$135K | 0.56% | 36 |
|
|
2022
Q2 | $3.15M | Sell |
35,356
-4,322
| -11% | -$385K | 0.51% | 41 |
|
|
2022
Q1 | $4.02M | Sell |
39,678
-609
| -2% | -$61.7K | 0.45% | 40 |
|
|
2021
Q4 | $4.18K | Buy |
40,287
+9,742
| +32% | +$1.01K | ﹤0.01% | 53 |
|
|
2021
Q3 | $3.31M | Buy |
30,545
+11,384
| +59% | +$1.24M | 0.15% | 44 |
|
|
2021
Q2 | $2.05M | Buy |
19,161
+4,620
| +32% | +$494K | 0.17% | 49 |
|
|
2021
Q1 | $1.73M | Buy |
14,541
+5,545
| +62% | +$660K | 0.16% | 44 |
|
|
2020
Q4 | $1.02M | Buy |
+8,996
| New | +$1.02M | 0.12% | 48 |
|