Monte Financial Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,068
| Closed | -$658K | – | 73 |
|
|
2021
Q3 | $658K | Buy |
6,068
+566
| +10% | +$61.4K | 0.38% | 52 |
|
|
2021
Q2 | $588K | Buy |
5,502
+363
| +7% | +$38.8K | 0.34% | 56 |
|
|
2021
Q1 | $612K | Buy |
5,139
+397
| +8% | +$47.3K | 0.38% | 51 |
|
|
2020
Q4 | $540K | Buy |
4,742
+66
| +1% | +$7.52K | 0.37% | 52 |
|
|
2020
Q3 | $482K | Buy |
4,676
+458
| +11% | +$47.2K | 0.36% | 50 |
|
|
2020
Q2 | $412K | Buy |
4,218
+545
| +15% | +$53.2K | 0.33% | 54 |
|
|
2020
Q1 | $349K | Buy |
+3,673
| New | +$349K | 0.34% | 56 |
|