Lourd Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,466
| Closed | -$475K | – | 186 |
|
|
2018
Q4 | $475K | Buy |
6,466
+19
| +0.3% | +$1.4K | 0.04% | 124 |
|
|
2018
Q3 | $531K | Buy |
+6,447
| New | +$531K | 0.03% | 121 |
|
|
2018
Q1 | – | Sell |
-6,544
| Closed | -$429K | – | 188 |
|
|
2017
Q4 | $429K | Buy |
+6,544
| New | +$429K | 0.03% | 180 |
|