PFS Investments’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $7.07M | Sell |
56,016
-11,915
| -18% | -$1.5M | 0.12% | 174 |
|
2023
Q1 | $7.68M | Sell |
67,931
-8,798
| -11% | -$994K | 0.13% | 148 |
|
2022
Q4 | $7.76M | Buy |
76,729
+12,793
| +20% | +$1.29M | 0.14% | 140 |
|
2022
Q3 | $5.98K | Buy |
63,936
+35,523
| +125% | +$3.32K | 0.11% | 155 |
|
2022
Q2 | $2.53M | Buy |
28,413
+4,170
| +17% | +$371K | 0.05% | 250 |
|
2022
Q1 | $2.46M | Buy |
24,243
+9,007
| +59% | +$913K | 0.05% | 262 |
|
2021
Q4 | $1.58M | Buy |
+15,236
| New | +$1.58M | 0.03% | 298 |
|