IPC
Independent Portfolio Consultants’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $387K | Sell |
3,162
-1,690
| -35% | -$207K | 0.16% | 201 |
|
|
2017
Q1 | $559K | Sell |
4,852
-2,631
| -35% | -$303K | 0.19% | 186 |
|
|
2016
Q4 | $795K | Buy |
7,483
+290
| +4% | +$30.8K | 0.26% | 131 |
|
|
2016
Q3 | $715K | Buy |
7,193
+20
| +0.3% | +$1.99K | 0.22% | 158 |
|
|
2016
Q2 | $780K | Sell |
7,173
-7,588
| -51% | -$825K | 0.25% | 124 |
|
|
2016
Q1 | $1.51M | Sell |
14,761
-7,055
| -32% | -$724K | 0.42% | 61 |
|
|
2015
Q4 | $2M | Sell |
21,816
-12,105
| -36% | -$1.11M | 0.59% | 30 |
|
|
2015
Q3 | $2.94M | Sell |
33,921
-380
| -1% | -$32.9K | 0.64% | 26 |
|
|
2015
Q2 | $2.84M | Buy |
34,301
+154
| +0.5% | +$12.8K | 0.57% | 32 |
|
|
2015
Q1 | $2.71M | Sell |
34,147
-249
| -0.7% | -$19.8K | 0.55% | 47 |
|
|
2014
Q4 | $2.44M | Buy |
34,396
+22,559
| +191% | +$1.6M | 0.49% | 55 |
|
|
2014
Q3 | $765K | Buy |
11,837
+2,637
| +29% | +$170K | 0.21% | 133 |
|
|
2014
Q2 | $555K | Buy |
9,200
+1,000
| +12% | +$60.3K | 0.16% | 203 |
|
|
2014
Q1 | $464K | Buy |
8,200
+50
| +0.6% | +$2.83K | 0.15% | 251 |
|
|
2013
Q4 | $481K | Buy |
8,150
+3,955
| +94% | +$233K | 0.17% | 243 |
|
|
2013
Q3 | $424K | Buy |
4,195
+455
| +12% | +$46K | 0.17% | 265 |
|
|
2013
Q2 | $327K | Buy |
+3,740
| New | +$327K | 0.15% | 306 |
|