Inspire Investing’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-2,326
| Closed | -$227K | – | 478 |
|
2020
Q2 | $227K | Sell |
2,326
-16,940
| -88% | -$1.65M | 0.08% | 359 |
|
2020
Q1 | $1.83M | Sell |
19,266
-2,045
| -10% | -$194K | 0.73% | 13 |
|
2019
Q4 | $2.46M | Buy |
21,311
+7,264
| +52% | +$840K | 0.88% | 13 |
|
2019
Q3 | $1.46M | Buy |
14,047
+1,146
| +9% | +$119K | 0.55% | 26 |
|
2019
Q2 | $1.18M | Buy |
12,901
+168
| +1% | +$15.3K | 0.49% | 33 |
|
2019
Q1 | $1.12M | Buy |
12,733
+2,230
| +21% | +$197K | 0.52% | 28 |
|
2018
Q4 | $772K | Buy |
10,503
+538
| +5% | +$39.5K | 0.52% | 28 |
|
2018
Q3 | $821K | Buy |
9,965
+1,180
| +13% | +$97.2K | 0.51% | 29 |
|
2018
Q2 | $651K | Buy |
8,785
+4,272
| +95% | +$317K | 0.46% | 30 |
|
2018
Q1 | $322K | Buy |
4,513
+547
| +14% | +$39K | 0.33% | 36 |
|
2017
Q4 | $260K | Buy |
+3,966
| New | +$260K | 0.22% | 27 |
|