Intersect Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,856
| Closed | -$391K | – | 376 |
|
2022
Q1 | $391K | Sell |
3,856
-54
| -1% | -$5.48K | 0.08% | 247 |
|
2021
Q4 | $406K | Sell |
3,910
-141
| -3% | -$14.6K | 0.07% | 241 |
|
2021
Q3 | $440K | Buy |
4,051
+27
| +0.7% | +$2.93K | 0.08% | 205 |
|
2021
Q2 | $430K | Sell |
4,024
-163
| -4% | -$17.4K | 0.08% | 202 |
|
2021
Q1 | $498K | Buy |
4,187
+149
| +4% | +$17.7K | 0.1% | 168 |
|
2020
Q4 | $460K | Buy |
4,038
+206
| +5% | +$23.5K | 0.1% | 153 |
|
2020
Q3 | $395K | Buy |
+3,832
| New | +$395K | 0.11% | 143 |
|