Jacobus Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $2.51M | Hold |
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|
2017
Q2 | $2.38M | Hold |
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|
2017
Q1 | $2.25M | Hold |
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|
2016
Q4 | $2.07M | Buy |
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|
2016
Q3 | $1.93M | Hold |
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|
2016
Q2 | $2.11M | Hold |
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|
2016
Q1 | $1.99M | Hold |
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|
2015
Q4 | $1.77M | Sell |
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|
2015
Q3 | $1.73M | Hold |
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|
2015
Q2 | $1.66M | Hold |
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|
2015
Q1 | $1.59M | Hold |
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|
2014
Q4 | $1.42M | Hold |
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|
2014
Q3 | $1.29M | Sell |
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|
2014
Q2 | $1.23M | Hold |
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|
2014
Q1 | $1.16M | Hold |
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|
2013
Q4 | $1.21M | Hold |
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|
2013
Q3 | $1.03M | Hold |
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|
2013
Q2 | $894K | Buy |
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