Orser Capital 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 | – | Sell |
-6,700
| Closed | -$716K | – | 93 |
|
|
2021
Q2 | $716K | Buy |
+6,700
| New | +$716K | 0.37% | 66 |
|
|
2019
Q2 | – | Sell |
-9,900
| Closed | -$874K | – | 69 |
|
|
2019
Q1 | $874K | Sell |
9,900
-10,718
| -52% | -$946K | 0.96% | 37 |
|
|
2018
Q4 | $1.62M | Hold |
20,618
| – | – | 1.87% | 23 |
|
|
2018
Q3 | $1.62M | Sell |
20,618
-82
| -0.4% | -$6.44K | 1.55% | 24 |
|
|
2018
Q2 | $1.6M | Hold |
20,700
| – | – | 1.39% | 30 |
|
|
2018
Q1 | $1.46M | Sell |
20,700
-200
| -1% | -$14.1K | 1.35% | 31 |
|
|
2017
Q4 | $1.45M | Buy |
+20,900
| New | +$1.45M | 1.29% | 38 |
|