Lynch Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,250
| Closed | -$227K | – | 51 |
|
|
2022
Q4 | $227K | Sell |
2,250
-2,750
| -55% | -$278K | 0.2% | 48 |
|
|
2022
Q3 | $467K | Sell |
5,000
-5,000
| -50% | -$467K | 0.42% | 43 |
|
|
2022
Q2 | $888K | Hold |
10,000
| – | – | 0.73% | 34 |
|
|
2022
Q1 | $1.01M | Hold |
10,000
| – | – | 0.73% | 31 |
|
|
2021
Q4 | $1.04M | Buy |
+10,000
| New | +$1.04M | 0.72% | 32 |
|