San Francisco Sentry Investment Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $57K | Hold |
534
| – | – | 0.03% | 349 |
|
|
2021
Q1 | $64K | Buy |
534
+458
| +603% | +$54.9K | 0.03% | 348 |
|
|
2020
Q4 | $9K | Sell |
76
-46
| -38% | -$5.45K | ﹤0.01% | 511 |
|
|
2020
Q3 | $13K | Buy |
122
+7
| +6% | +$746 | 0.01% | 462 |
|
|
2020
Q2 | $11K | Sell |
115
-57
| -33% | -$5.45K | 0.01% | 472 |
|
|
2020
Q1 | $16K | Buy |
172
+16
| +10% | +$1.49K | 0.01% | 407 |
|
|
2019
Q4 | $18K | Buy |
156
+16
| +11% | +$1.85K | 0.01% | 491 |
|
|
2019
Q3 | $15K | Buy |
140
+21
| +18% | +$2.25K | 0.01% | 505 |
|
|
2019
Q2 | $11K | Hold |
119
| – | – | 0.01% | 532 |
|
|
2019
Q1 | $11K | Sell |
119
-365
| -75% | -$33.7K | ﹤0.01% | 550 |
|
|
2018
Q4 | $36K | Sell |
484
-64
| -12% | -$4.76K | 0.02% | 392 |
|
|
2018
Q3 | $45K | Buy |
548
+125
| +30% | +$10.3K | 0.02% | 397 |
|
|
2018
Q2 | $31K | Sell |
423
-1
| -0.2% | -$73 | 0.01% | 437 |
|
|
2018
Q1 | $30K | Hold |
424
| – | – | 0.01% | 518 |
|
|
2017
Q4 | $28K | Sell |
424
-216
| -34% | -$14.3K | 0.01% | 515 |
|
|
2017
Q3 | $41K | Hold |
640
| – | – | 0.01% | 463 |
|
|
2017
Q2 | $39K | Buy |
+640
| New | +$39K | 0.01% | 381 |
|