Rowland Carmichael Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.13M | Hold |
9,916
| – | – | 0.36% | 66 |
|
|
2020
Q3 | $1.02M | Buy |
9,916
+1,793
| +22% | +$185K | 0.4% | 64 |
|
|
2020
Q2 | $793K | Sell |
8,123
-96
| -1% | -$9.37K | 0.34% | 75 |
|
|
2020
Q1 | $781K | Sell |
8,219
-2,555
| -24% | -$243K | 0.4% | 57 |
|
|
2019
Q4 | $1.25M | Sell |
10,774
-919
| -8% | -$106K | 0.43% | 37 |
|
|
2019
Q3 | $1.21M | Buy |
+11,693
| New | +$1.21M | 0.42% | 42 |
|