Next 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 | $115K | Buy |
1,103
+127
| +13% | +$13.2K | 0.01% | 1100 |
|
|
2021
Q3 | $106K | Sell |
976
-1,204
| -55% | -$131K | 0.01% | 1083 |
|
|
2021
Q2 | $233K | Buy |
2,180
+1,088
| +100% | +$116K | 0.02% | 771 |
|
|
2021
Q1 | $130K | Sell |
1,092
-257
| -19% | -$30.6K | 0.01% | 917 |
|
|
2020
Q4 | $154K | Buy |
1,349
+808
| +149% | +$92.2K | 0.01% | 811 |
|
|
2020
Q3 | $56K | Sell |
541
-3,767
| -87% | -$390K | 0.01% | 1065 |
|
|
2020
Q2 | $421K | Sell |
4,308
-393
| -8% | -$38.4K | 0.05% | 328 |
|
|
2020
Q1 | $447K | Sell |
4,701
-751
| -14% | -$71.4K | 0.06% | 300 |
|
|
2019
Q4 | $630K | Sell |
5,452
-968
| -15% | -$112K | 0.07% | 318 |
|
|
2019
Q3 | $665K | Buy |
6,420
+4,292
| +202% | +$445K | 0.07% | 300 |
|
|
2019
Q2 | $194K | Buy |
2,128
+343
| +19% | +$31.3K | 0.02% | 675 |
|
|
2019
Q1 | $158K | Sell |
1,785
-1,455
| -45% | -$129K | 0.04% | 426 |
|
|
2018
Q4 | $238K | Buy |
3,240
+3,220
| +16,100% | +$237K | 0.05% | 352 |
|
|
2018
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1302 |
|
|
2017
Q4 | – | Sell |
-20
| Closed | -$1K | – | 634 |
|
|
2017
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1682 |
|
|
2014
Q4 | – | Sell |
-270
| Closed | -$9K | – | 2034 |
|
|
2014
Q3 | $9K | Sell |
270
-130
| -33% | -$4.33K | ﹤0.01% | 1793 |
|
|
2014
Q2 | $12K | Buy |
+400
| New | +$12K | 0.01% | 732 |
|