MRCM
M&R Capital Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.63M | Sell |
53,608
-640
| -1% | -$115K | 2.12% | 12 |
|
|
2024
Q2 | $8.09M | Sell |
54,248
-80
| -0.1% | -$11.9K | 1.93% | 14 |
|
|
2024
Q1 | $8.68M | Sell |
54,328
-2,163
| -4% | -$346K | 2.13% | 13 |
|
|
2023
Q4 | $7.5M | Sell |
56,491
-305
| -0.5% | -$40.5K | 1.88% | 15 |
|
|
2023
Q3 | $6.42M | Sell |
56,796
-149
| -0.3% | -$16.8K | 1.76% | 15 |
|
|
2023
Q2 | $7.18M | Buy |
56,945
+191
| +0.3% | +$24.1K | 1.88% | 14 |
|
|
2023
Q1 | $6.41M | Sell |
56,754
-635
| -1% | -$71.8K | 1.8% | 16 |
|
|
2022
Q4 | $5.8M | Sell |
57,389
-5,779
| -9% | -$584K | 1.6% | 18 |
|
|
2022
Q3 | $5.91M | Sell |
63,168
-99
| -0.2% | -$9.26K | 1.67% | 16 |
|
|
2022
Q2 | $5.63M | Buy |
63,267
+615
| +1% | +$54.7K | 1.47% | 20 |
|
|
2022
Q1 | $6.35M | Buy |
62,652
+169
| +0.3% | +$17.1K | 1.36% | 21 |
|
|
2021
Q4 | $6.49M | Sell |
62,483
-5,173
| -8% | -$537K | 1.34% | 24 |
|
|
2021
Q3 | $7.34M | Buy |
67,656
+64,709
| +2,196% | +$7.02M | 1.66% | 21 |
|
|
2021
Q2 | $315K | Buy |
2,947
+2,500
| +559% | +$267K | 0.07% | 130 |
|
|
2021
Q1 | $53K | Buy |
447
+400
| +851% | +$47.4K | 0.01% | 217 |
|
|
2020
Q4 | $5K | Hold |
47
| – | – | ﹤0.01% | 387 |
|
|
2020
Q3 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 408 |
|