Shorepoint Capital Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,473
| Closed | -$393K | – | 112 |
|
|
2023
Q1 | $393K | Sell |
3,473
-7,763
| -69% | -$877K | 0.11% | 98 |
|
|
2022
Q4 | $1.14M | Buy |
11,236
+43
| +0.4% | +$4.35K | 0.32% | 83 |
|
|
2022
Q3 | $1.05M | Buy |
11,193
+138
| +1% | +$12.9K | 0.5% | 56 |
|
|
2022
Q2 | $984K | Sell |
11,055
-66
| -0.6% | -$5.88K | 0.42% | 64 |
|
|
2022
Q1 | $1.13M | Buy |
11,121
+1,819
| +20% | +$185K | 0.47% | 57 |
|
|
2021
Q4 | $965K | Buy |
9,302
+371
| +4% | +$38.5K | 0.39% | 63 |
|
|
2021
Q3 | $969K | Buy |
+8,931
| New | +$969K | 0.44% | 60 |
|
|
2021
Q1 | $1.02M | Buy |
8,559
+1,011
| +13% | +$120K | 0.54% | 56 |
|
|
2020
Q4 | $859K | Buy |
7,548
+109
| +1% | +$12.4K | 0.48% | 58 |
|
|
2020
Q3 | $767K | Buy |
7,439
+159
| +2% | +$16.4K | 0.48% | 55 |
|
|
2020
Q2 | $711K | Buy |
7,280
+370
| +5% | +$36.1K | 0.46% | 56 |
|
|
2020
Q1 | $656K | Sell |
6,910
-549
| -7% | -$52.1K | 0.53% | 58 |
|
|
2019
Q4 | $862K | Sell |
7,459
-20
| -0.3% | -$2.31K | 0.49% | 61 |
|
|
2019
Q3 | $775K | Buy |
+7,479
| New | +$775K | 0.46% | 62 |
|