McElhenny Sheffield Capital 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 |
-7,762
| Closed | -$785K | – | 264 |
|
|
2022
Q4 | $785K | Buy |
+7,762
| New | +$785K | 0.36% | 39 |
|
|
2022
Q2 | – | Sell |
-10,110
| Closed | -$1.03M | – | 106 |
|
|
2022
Q1 | $1.03M | Sell |
10,110
-400
| -4% | -$40.6K | 0.36% | 36 |
|
|
2021
Q4 | $1.09M | Buy |
10,510
+502
| +5% | +$52.1K | 0.41% | 34 |
|
|
2021
Q3 | $1.09M | Buy |
+10,008
| New | +$1.09M | 0.49% | 27 |
|