Nelson Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-210
| Closed | -$15K | – | 315 |
|
|
2018
Q4 | $15K | Buy |
+210
| New | +$15K | ﹤0.01% | 200 |
|
|
2018
Q3 | – | Sell |
-400
| Closed | -$30K | – | 308 |
|
|
2018
Q2 | $30K | Hold |
400
| – | – | 0.01% | 148 |
|
|
2018
Q1 | $29K | Hold |
400
| – | – | 0.01% | 163 |
|
|
2017
Q4 | $26K | Buy |
+400
| New | +$26K | 0.01% | 183 |
|
|
2017
Q3 | – | Sell |
-600
| Closed | -$37K | – | 255 |
|
|
2017
Q2 | $37K | Buy |
600
+200
| +50% | +$12.3K | 0.01% | 141 |
|
|
2017
Q1 | $23K | Hold |
400
| – | – | 0.01% | 181 |
|
|
2016
Q4 | $21K | Hold |
400
| – | – | 0.01% | 178 |
|
|
2016
Q3 | $20K | Hold |
400
| – | – | 0.01% | 180 |
|
|
2016
Q2 | $22K | Hold |
400
| – | – | 0.01% | 167 |
|
|
2016
Q1 | $21K | Hold |
400
| – | – | 0.01% | 162 |
|
|
2015
Q4 | $18K | Hold |
400
| – | – | 0.01% | 171 |
|
|
2015
Q3 | $17K | Hold |
400
| – | – | 0.01% | 172 |
|
|
2015
Q2 | $17K | Hold |
400
| – | – | 0.01% | 189 |
|
|
2015
Q1 | $16K | Hold |
400
| – | – | 0.01% | 187 |
|
|
2014
Q4 | $14K | Hold |
400
| – | – | 0.01% | 210 |
|
|
2014
Q3 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 217 |
|