Optimal Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $7.29M | Buy |
67,212
+88
| +0.1% | +$9.55K | 0.91% | 14 |
|
|
2021
Q2 | $7.18M | Hold |
67,124
| – | – | 0.85% | 18 |
|
|
2021
Q1 | $7.99M | Sell |
67,124
-2,200
| -3% | -$262K | 1.04% | 8 |
|
|
2020
Q4 | $7.89M | Sell |
69,324
-48
| -0.1% | -$5.47K | 1.12% | 4 |
|
|
2020
Q3 | $7.15M | Buy |
69,372
+11,480
| +20% | +$1.18M | 1.04% | 6 |
|
|
2020
Q2 | $5.65M | Sell |
57,892
-61,043
| -51% | -$5.96M | 0.92% | 6 |
|
|
2020
Q1 | $11.3K | Buy |
118,935
+56,614
| +91% | +$5.38K | 1.06% | 5 |
|
|
2019
Q4 | $7.21M | Buy |
+62,321
| New | +$7.21M | 1.09% | 1 |
|