LCP
Legacy Capital Partners’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $6.12M | Buy |
60,399
+845
| +1% | +$85.7K | 2.02% | 10 |
|
|
2021
Q4 | $6.18M | Sell |
59,554
-7,224
| -11% | -$750K | 2% | 8 |
|
|
2021
Q3 | $7.25M | Buy |
66,778
+2,675
| +4% | +$290K | 2.62% | 6 |
|
|
2021
Q2 | $6.85M | Sell |
64,103
-350
| -0.5% | -$37.4K | 2.45% | 7 |
|
|
2021
Q1 | $7.67M | Buy |
64,453
+645
| +1% | +$76.8K | 2.9% | 5 |
|
|
2020
Q4 | $7.27M | Sell |
63,808
-3,850
| -6% | -$438K | 2.85% | 5 |
|
|
2020
Q3 | $6.97M | Buy |
67,658
+2,120
| +3% | +$218K | 2.82% | 5 |
|
|
2020
Q2 | $6.4M | Sell |
65,538
-3,315
| -5% | -$324K | 2.75% | 5 |
|
|
2020
Q1 | $6.54M | Sell |
68,853
-205
| -0.3% | -$19.5K | 3.24% | 2 |
|
|
2019
Q4 | $7.99M | Sell |
69,058
-655
| -0.9% | -$75.7K | 3.22% | 2 |
|
|
2019
Q3 | $7.22M | Sell |
69,713
-2,480
| -3% | -$257K | 3.16% | 2 |
|
|
2019
Q2 | $6.58M | Sell |
72,193
-514
| -0.7% | -$46.9K | 2.92% | 2 |
|
|
2019
Q1 | $6.42M | Sell |
72,707
-1,115
| -2% | -$98.4K | 2.99% | 2 |
|
|
2018
Q4 | $5.43M | Sell |
73,822
-475
| -0.6% | -$34.9K | 2.87% | 2 |
|
|
2018
Q3 | $6.12M | Buy |
74,297
+115
| +0.2% | +$9.47K | 2.82% | 2 |
|
|
2018
Q2 | $5.5M | Buy |
74,182
+1,150
| +2% | +$85.2K | 2.69% | 4 |
|
|
2018
Q1 | $5.21M | Buy |
73,032
+36,500
| +100% | +$2.6M | 2.61% | 7 |
|
|
2017
Q4 | $4.79M | Sell |
36,532
-1,955
| -5% | -$256K | 2.37% | 7 |
|
|
2017
Q3 | $4.96M | Sell |
38,487
-16
| -0% | -$2.06K | 2.61% | 7 |
|
|
2017
Q2 | $4.71M | Buy |
38,503
+2,019
| +6% | +$247K | 2.55% | 4 |
|
|
2017
Q1 | $4.21M | Buy |
36,484
+2,402
| +7% | +$277K | 2.36% | 8 |
|
|
2016
Q4 | $3.62M | Buy |
34,082
+717
| +2% | +$76.2K | 2.19% | 10 |
|
|
2016
Q3 | $3.32M | Buy |
33,365
+450
| +1% | +$44.8K | 2.09% | 13 |
|
|
2016
Q2 | $3.58M | Sell |
32,915
-1,095
| -3% | -$119K | 2.23% | 12 |
|
|
2016
Q1 | $3.49M | Sell |
34,010
-750
| -2% | -$76.9K | 2.25% | 11 |
|
|
2015
Q4 | $3.18M | Buy |
34,760
+1,545
| +5% | +$141K | 2.04% | 13 |
|
|
2015
Q3 | $2.88M | Buy |
33,215
+2,900
| +10% | +$251K | 1.95% | 15 |
|
|
2015
Q2 | $2.51M | Sell |
30,315
-550
| -2% | -$45.6K | 1.63% | 20 |
|
|
2015
Q1 | $2.45M | Buy |
30,865
+16,741
| +119% | +$1.33M | 1.56% | 20 |
|
|
2014
Q4 | $1M | Buy |
14,124
+500
| +4% | +$35.5K | 0.64% | 56 |
|
|
2014
Q3 | $881K | Sell |
13,624
-500
| -4% | -$32.3K | 0.58% | 58 |
|
|
2014
Q2 | $852K | Buy |
14,124
+2,960
| +27% | +$179K | 0.55% | 58 |
|
|
2014
Q1 | $633K | Sell |
11,164
-50
| -0.4% | -$2.84K | 0.45% | 66 |
|
|
2013
Q4 | $663K | Buy |
11,214
+5,707
| +104% | +$337K | 0.47% | 62 |
|
|
2013
Q3 | $557K | Buy |
5,507
+100
| +2% | +$10.1K | 0.42% | 64 |
|
|
2013
Q2 | $473K | Buy |
+5,407
| New | +$473K | 0.36% | 70 |
|