Jolley Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-436
| Closed | -$31K | – | 175 |
|
|
2018
Q1 | $31K | Buy |
+436
| New | +$31K | 0.02% | 122 |
|
|
2014
Q2 | – | Sell |
-436
| Closed | -$12K | – | 125 |
|
|
2014
Q1 | $12K | Buy |
436
+218
| +100% | +$6K | 0.01% | 103 |
|
|
2013
Q4 | $6K | Sell |
218
-218
| -50% | -$6K | ﹤0.01% | 112 |
|
|
2013
Q3 | $11K | Hold |
436
| – | – | 0.01% | 105 |
|
|
2013
Q2 | $10K | Buy |
+436
| New | +$10K | 0.01% | 105 |
|