Kings Point Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $101K | Hold |
1,000
| – | – | 0.01% | 266 |
|
|
2021
Q4 | $104K | Hold |
1,000
| – | – | 0.01% | 281 |
|
|
2021
Q3 | $109K | Hold |
1,000
| – | – | 0.01% | 256 |
|
|
2021
Q2 | $107K | Hold |
1,000
| – | – | 0.01% | 256 |
|
|
2021
Q1 | $119K | Buy |
1,000
+300
| +43% | +$35.7K | 0.01% | 230 |
|
|
2020
Q4 | $80K | Buy |
+700
| New | +$80K | 0.01% | 274 |
|