Mirabella Financial Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-11,262
| Closed | -$1.68M | – | 277 |
|
2024
Q2 | $1.68M | Buy |
+11,262
| New | +$1.68M | 0.12% | 89 |
|
2024
Q1 | – | Sell |
-12,938
| Closed | -$1.72M | – | 582 |
|
2023
Q4 | $1.72M | Buy |
+12,938
| New | +$1.72M | 0.23% | 96 |
|
2023
Q3 | – | Sell |
-6,865
| Closed | -$866K | – | 458 |
|
2023
Q2 | $866K | Buy |
6,865
+4,403
| +179% | +$555K | 0.09% | 222 |
|
2023
Q1 | $278K | Buy |
+2,462
| New | +$278K | 0.04% | 286 |
|
2022
Q3 | – | Sell |
-14,085
| Closed | -$1.25M | – | 417 |
|
2022
Q2 | $1.25M | Buy |
+14,085
| New | +$1.25M | 0.12% | 148 |
|
2021
Q3 | – | Sell |
-17,061
| Closed | -$1.82M | – | 468 |
|
2021
Q2 | $1.82M | Buy |
+17,061
| New | +$1.82M | 0.33% | 92 |
|
2021
Q1 | – | Sell |
-36,993
| Closed | -$6.38M | – | 325 |
|
2020
Q4 | $6.38M | Buy |
+36,993
| New | +$6.38M | 0.8% | 45 |
|
2020
Q3 | – | Sell |
-8,874
| Closed | -$866K | – | 377 |
|
2020
Q2 | $866K | Buy |
+8,874
| New | +$866K | 0.21% | 62 |
|