Sonora Investment Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $19K | Sell |
178
-530
| -75% | -$56.6K | ﹤0.01% | 640 |
|
|
2021
Q2 | $76K | Buy |
708
+462
| +188% | +$49.6K | 0.01% | 316 |
|
|
2021
Q1 | $29K | Buy |
246
+123
| +100% | +$14.5K | ﹤0.01% | 770 |
|
|
2020
Q4 | $14K | Sell |
123
-27
| -18% | -$3.07K | ﹤0.01% | 1056 |
|
|
2020
Q3 | $15K | Buy |
150
+29
| +24% | +$2.9K | ﹤0.01% | 1019 |
|
|
2020
Q2 | $12K | Sell |
121
-10,482
| -99% | -$1.04M | ﹤0.01% | 982 |
|
|
2020
Q1 | $1.01M | Buy |
10,603
+9,396
| +778% | +$892K | 0.12% | 139 |
|
|
2019
Q4 | $140K | Hold |
1,207
| – | – | 0.01% | 291 |
|
|
2019
Q3 | $125K | Buy |
1,207
+53
| +5% | +$5.49K | 0.01% | 301 |
|
|
2019
Q2 | $105K | Buy |
1,154
+68
| +6% | +$6.19K | 0.01% | 333 |
|
|
2019
Q1 | $96K | Sell |
1,086
-348
| -24% | -$30.8K | 0.01% | 342 |
|
|
2018
Q4 | $105K | Hold |
1,434
| – | – | 0.02% | 290 |
|
|
2018
Q3 | $118K | Hold |
1,434
| – | – | 0.02% | 266 |
|
|
2018
Q2 | $106K | Buy |
+1,434
| New | +$106K | 0.02% | 268 |
|
|
2015
Q4 | – | Sell |
-228
| Closed | -$10K | – | 917 |
|
|
2015
Q3 | $10K | Buy |
+228
| New | +$10K | ﹤0.01% | 485 |
|