Standard Family Office’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-743
| Closed | -$70K | – | 164 |
|
|
2022
Q3 | $70K | Buy |
+743
| New | +$70K | 0.03% | 97 |
|
|
2021
Q4 | – | Sell |
-875
| Closed | -$95K | – | 222 |
|
|
2021
Q3 | $95K | Sell |
875
-3,171
| -78% | -$344K | 0.03% | 23 |
|
|
2021
Q2 | $432K | Buy |
4,046
+875
| +28% | +$93.4K | 0.09% | 95 |
|
|
2021
Q1 | $377K | Buy |
3,171
+91
| +3% | +$10.8K | 0.09% | 82 |
|
|
2020
Q4 | $351K | Buy |
+3,080
| New | +$351K | 0.08% | 87 |
|