Peachtree Investment Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,700
| Closed | -$312K | – | 71 |
|
|
2019
Q4 | $312K | Sell |
2,700
-1,926
| -42% | -$223K | 0.22% | 51 |
|
|
2019
Q3 | $479K | Buy |
4,626
+900
| +24% | +$93.2K | 0.38% | 47 |
|
|
2019
Q2 | $340K | Hold |
3,726
| – | – | 0.27% | 56 |
|
|
2019
Q1 | $329K | Sell |
3,726
-210
| -5% | -$18.5K | 0.28% | 48 |
|
|
2018
Q4 | $289K | Buy |
+3,936
| New | +$289K | 0.33% | 45 |
|