James Investment Research’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-525
| Closed | -$59K | – | 360 |
|
|
2023
Q1 | $59K | Buy |
+525
| New | +$59K | 0.01% | 346 |
|
|
2022
Q4 | – | Sell |
-564
| Closed | -$53K | – | 588 |
|
|
2022
Q3 | $53K | Buy |
+564
| New | +$53K | 0.01% | 357 |
|
|
2021
Q3 | – | Sell |
-762
| Closed | -$81K | – | 508 |
|
|
2021
Q2 | $81K | Sell |
762
-508
| -40% | -$54K | 0.01% | 347 |
|
|
2021
Q1 | $151K | Buy |
1,270
+40
| +3% | +$4.76K | 0.01% | 299 |
|
|
2020
Q4 | $140K | Buy |
+1,230
| New | +$140K | 0.01% | 295 |
|