Kore Private Wealth’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,321
| Closed | -$252K | – | 363 |
|
|
2021
Q3 | $252K | Buy |
+2,321
| New | +$252K | 0.03% | 367 |
|
|
2021
Q1 | – | Sell |
-2,741
| Closed | -$312K | – | 380 |
|
|
2020
Q4 | $312K | Buy |
+2,741
| New | +$312K | 0.05% | 229 |
|
|
2020
Q3 | – | Sell |
-451
| Closed | -$44K | – | 540 |
|
|
2020
Q2 | $44K | Buy |
451
+89
| +25% | +$8.68K | 0.01% | 482 |
|
|
2020
Q1 | $34K | Buy |
362
+139
| +62% | +$13.1K | 0.01% | 489 |
|
|
2019
Q4 | $26K | Buy |
+223
| New | +$26K | ﹤0.01% | 587 |
|
|
2019
Q2 | – | Sell |
-140
| Closed | -$12K | – | 424 |
|
|
2019
Q1 | $12K | Buy |
+140
| New | +$12K | ﹤0.01% | 590 |
|