Mid Atlantic Financial Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $288K | Sell |
2,654
-1,754
| -40% | -$190K | 0.02% | 679 |
|
|
2021
Q2 | $471K | Buy |
4,408
+260
| +6% | +$27.8K | 0.03% | 486 |
|
|
2021
Q1 | $494K | Buy |
4,148
+1,625
| +64% | +$194K | 0.04% | 431 |
|
|
2020
Q4 | $287K | Sell |
2,523
-164
| -6% | -$18.7K | 0.02% | 596 |
|
|
2020
Q3 | $293K | Sell |
2,687
-241
| -8% | -$26.3K | 0.03% | 525 |
|
|
2020
Q2 | $286K | Buy |
2,928
+451
| +18% | +$44.1K | 0.03% | 501 |
|
|
2020
Q1 | $235K | Buy |
2,477
+160
| +7% | +$15.2K | 0.03% | 517 |
|
|
2019
Q4 | $268K | Buy |
+2,317
| New | +$268K | 0.03% | 557 |
|