Oxbow Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,676
| Closed | -$211K | – | 210 |
|
|
2023
Q2 | $211K | Buy |
+1,676
| New | +$211K | 0.03% | 197 |
|
|
2021
Q4 | – | Sell |
-14,181
| Closed | -$1.54M | – | 290 |
|
|
2021
Q3 | $1.54M | Buy |
14,181
+12,274
| +644% | +$1.33M | 0.16% | 107 |
|
|
2021
Q2 | $204K | Buy |
+1,907
| New | +$204K | 0.02% | 275 |
|