National Planning Corporation’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,778
| Closed | -$261K | – | 675 |
|
|
2016
Q2 | $261K | Buy |
4,778
+594
| +14% | +$32.4K | 0.02% | 528 |
|
|
2016
Q1 | $215K | Sell |
4,184
-584
| -12% | -$30K | 0.02% | 562 |
|
|
2015
Q4 | $226K | Buy |
+4,768
| New | +$226K | 0.02% | 590 |
|
|
2015
Q1 | – | Sell |
-316
| Closed | -$11.2K | – | 1122 |
|
|
2014
Q4 | $11.2K | Buy |
+316
| New | +$11.2K | ﹤0.01% | 1983 |
|