Resource Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,220
| Closed | -$1.1M | – | 193 |
|
|
2021
Q1 | $1.1M | Buy |
9,220
+500
| +6% | +$59.5K | 0.13% | 58 |
|
|
2020
Q4 | $993K | Hold |
8,720
| – | – | 0.14% | 61 |
|
|
2020
Q3 | $899K | Sell |
8,720
-325
| -4% | -$33.5K | 0.15% | 59 |
|
|
2020
Q2 | $882K | Hold |
9,045
| – | – | 0.15% | 54 |
|
|
2020
Q1 | $859K | Buy |
9,045
+125
| +1% | +$11.9K | 0.18% | 49 |
|
|
2019
Q4 | $1.03M | Hold |
8,920
| – | – | 0.17% | 48 |
|
|
2019
Q3 | $924K | Hold |
8,920
| – | – | 0.16% | 47 |
|
|
2019
Q2 | $813K | Hold |
8,920
| – | – | 0.14% | 55 |
|
|
2019
Q1 | $787K | Sell |
8,920
-600
| -6% | -$52.9K | 0.14% | 61 |
|
|
2018
Q4 | $699K | Hold |
9,520
| – | – | 0.15% | 56 |
|
|
2018
Q3 | $784K | Sell |
9,520
-600
| -6% | -$49.4K | 0.14% | 59 |
|
|
2018
Q2 | $749K | Hold |
10,120
| – | – | 0.15% | 60 |
|
|
2018
Q1 | $722K | Hold |
10,120
| – | – | 0.15% | 59 |
|
|
2017
Q4 | $703K | Buy |
+10,120
| New | +$703K | 0.14% | 61 |
|