Partners Capital Investment Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-164,596
| Closed | -$16.6M | – | 144 |
|
|
2022
Q4 | $16.6M | Buy |
164,596
+16,206
| +11% | +$1.64M | 0.8% | 31 |
|
|
2022
Q3 | $13.9M | Sell |
148,390
-19,553
| -12% | -$1.83M | 0.82% | 31 |
|
|
2022
Q2 | $14.9M | Sell |
167,943
-68,759
| -29% | -$6.12M | 1.01% | 33 |
|
|
2022
Q1 | $24M | Buy |
236,702
+24,153
| +11% | +$2.45M | 1.18% | 35 |
|
|
2021
Q4 | $22.1M | Buy |
+212,549
| New | +$22.1M | 1.02% | 37 |
|