Kovitz Investment Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-9,928
| Closed | -$394K | – | 109 |
|
|
2015
Q1 | $394K | Sell |
9,928
-988
| -9% | -$39.2K | 0.02% | 86 |
|
|
2014
Q4 | $387K | Hold |
10,916
| – | – | 0.02% | 87 |
|
|
2014
Q3 | $353K | Hold |
10,916
| – | – | 0.02% | 85 |
|
|
2014
Q2 | $329K | Buy |
10,916
+5,458
| +100% | +$165K | 0.02% | 91 |
|
|
2014
Q1 | $240K | Sell |
5,458
-5,458
| -50% | -$240K | 0.01% | 101 |
|
|
2013
Q4 | $322K | Hold |
10,916
| – | – | 0.01% | 87 |
|
|
2013
Q3 | $276K | Hold |
10,916
| – | – | 0.01% | 91 |
|
|
2013
Q2 | $239K | Buy |
+10,916
| New | +$239K | 0.01% | 94 |
|