M Holdings Securities’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,711
| Closed | -$680K | – | 318 |
|
|
2021
Q1 | $680K | Buy |
+5,711
| New | +$680K | 0.06% | 246 |
|
|
2018
Q3 | – | Sell |
-3,816
| Closed | -$283K | – | 354 |
|
|
2018
Q2 | $283K | Buy |
3,816
+2
| +0.1% | +$148 | 0.08% | 275 |
|
|
2018
Q1 | $272K | Hold |
3,814
| – | – | 0.08% | 264 |
|
|
2017
Q4 | $250K | Buy |
+3,814
| New | +$250K | 0.08% | 267 |
|