Heron Financial Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $323K | Hold |
2,564
| – | – | 0.17% | 106 |
|
|
2023
Q1 | $290K | Sell |
2,564
-35
| -1% | -$3.96K | 0.16% | 110 |
|
|
2022
Q4 | $258K | Hold |
2,599
| – | – | 0.17% | 104 |
|
|
2022
Q3 | $243K | Hold |
2,599
| – | – | 0.15% | 113 |
|
|
2022
Q2 | $231K | Hold |
2,599
| – | – | 0.14% | 120 |
|
|
2022
Q1 | $264K | Sell |
2,599
-270
| -9% | -$27.4K | 0.14% | 120 |
|
|
2021
Q4 | $312K | Sell |
2,869
-127
| -4% | -$13.8K | 0.17% | 110 |
|
|
2021
Q3 | $325K | Hold |
2,996
| – | – | 0.18% | 105 |
|
|
2021
Q2 | $320K | Hold |
2,996
| – | – | 0.18% | 105 |
|
|
2021
Q1 | $366K | Sell |
2,996
-23
| -0.8% | -$2.81K | 0.22% | 92 |
|
|
2020
Q4 | $345K | Hold |
3,019
| – | – | 0.24% | 91 |
|
|
2020
Q3 | $304K | Buy |
3,019
+61
| +2% | +$6.14K | 0.24% | 92 |
|
|
2020
Q2 | $284K | Hold |
2,958
| – | – | 0.25% | 90 |
|
|
2020
Q1 | $286K | Sell |
2,958
-202
| -6% | -$19.5K | 0.29% | 80 |
|
|
2019
Q4 | $381K | Buy |
+3,160
| New | +$381K | 0.32% | 81 |
|