Phoenix Financial’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,400
| Closed | -$223K | – | 374 |
|
|
2024
Q1 | $223K | Buy |
+1,400
| New | +$223K | ﹤0.01% | 367 |
|
|
2021
Q3 | – | Sell |
-440,337
| Closed | -$47.1M | – | 412 |
|
|
2021
Q2 | $47.1M | Buy |
440,337
+38,187
| +9% | +$4.08M | 0.9% | 40 |
|
|
2021
Q1 | $47.9M | Buy |
402,150
+86,431
| +27% | +$10.3M | 1.08% | 23 |
|
|
2020
Q4 | $35.9M | Buy |
315,719
+260
| +0.1% | +$29.6K | 0.96% | 29 |
|
|
2020
Q3 | $30.6M | Buy |
+315,459
| New | +$30.6M | 1.28% | 20 |
|