Rollins Financial’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,577
| Closed | -$517K | – | 103 |
|
|
2023
Q3 | $517K | Buy |
+4,577
| New | +$517K | 0.13% | 64 |
|
|
2023
Q1 | – | Sell |
-5,176
| Closed | -$523K | – | 124 |
|
|
2022
Q4 | $523K | Buy |
+5,176
| New | +$523K | 0.2% | 69 |
|
|
2022
Q3 | – | Sell |
-5,377
| Closed | -$478K | – | 102 |
|
|
2022
Q2 | $478K | Buy |
+5,377
| New | +$478K | 0.17% | 62 |
|
|
2021
Q2 | – | Sell |
-6,027
| Closed | -$717K | – | 107 |
|
|
2021
Q1 | $717K | Sell |
6,027
-1,000
| -14% | -$119K | 0.31% | 42 |
|
|
2020
Q4 | $800K | Buy |
+7,027
| New | +$800K | 0.36% | 32 |
|