Stableford Capital II’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,037
| Closed | -$842K | – | 132 |
|
|
2025
Q1 | $842K | Buy |
4,037
+1
| +0% | +$209 | 0.36% | 78 |
|
|
2024
Q4 | $829K | Buy |
+4,036
| New | +$829K | 0.33% | 94 |
|
|
2021
Q4 | – | Sell |
-8,924
| Closed | -$962K | – | 127 |
|
|
2021
Q3 | $962K | Sell |
8,924
-176
| -2% | -$19K | 0.49% | 43 |
|
|
2021
Q2 | $973K | Buy |
9,100
+257
| +3% | +$27.5K | 0.46% | 51 |
|
|
2021
Q1 | $1.05M | Sell |
8,843
-10
| -0.1% | -$1.19K | 0.53% | 41 |
|
|
2020
Q4 | $1.01M | Sell |
8,853
-9,319
| -51% | -$1.06M | 0.59% | 43 |
|
|
2020
Q3 | $1.87M | Buy |
18,172
+274
| +2% | +$28.2K | 1.28% | 21 |
|
|
2020
Q2 | $1.75M | Buy |
17,898
+427
| +2% | +$41.7K | 1.31% | 26 |
|
|
2020
Q1 | $1.66M | Buy |
+17,471
| New | +$1.66M | 1.15% | 23 |
|