Kalos Management’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 |
-346
| Closed | -$39.1K | – | 218 |
|
|
2023
Q1 | $39.1K | Buy |
+346
| New | +$39.1K | 0.08% | 104 |
|
|
2018
Q1 | – | Sell |
-17,754
| Closed | -$1.16M | – | 151 |
|
|
2017
Q4 | $1.16M | Buy |
17,754
+2,038
| +13% | +$134K | 0.55% | 54 |
|
|
2017
Q3 | $1.01M | Buy |
15,716
+3,096
| +25% | +$200K | 0.65% | 44 |
|
|
2017
Q2 | $771K | Buy |
12,620
+854
| +7% | +$52.2K | 0.7% | 45 |
|
|
2017
Q1 | $678K | Buy |
11,766
+3,166
| +37% | +$182K | 0.48% | 58 |
|
|
2016
Q4 | $457K | Buy |
8,600
+2,882
| +50% | +$153K | 0.37% | 69 |
|
|
2016
Q3 | $284K | Sell |
5,718
-1,136
| -17% | -$56.4K | 0.24% | 116 |
|
|
2016
Q2 | $373K | Buy |
6,854
+880
| +15% | +$47.9K | 0.29% | 107 |
|
|
2016
Q1 | $273K | Hold |
5,974
| – | – | 0.23% | 122 |
|
|
2015
Q4 | $377K | Buy |
+5,974
| New | +$377K | 0.28% | 97 |
|