Sullivan, Bruyette, Speros & Blaney’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $240K | Sell |
2,012
-120
| -6% | -$14.3K | 0.01% | 274 |
|
|
2020
Q4 | $243K | Buy |
2,132
+424
| +25% | +$48.3K | 0.01% | 253 |
|
|
2020
Q3 | $176K | Sell |
1,708
-430
| -20% | -$44.3K | 0.01% | 270 |
|
|
2020
Q2 | $209K | Buy |
2,138
+520
| +32% | +$50.8K | 0.01% | 229 |
|
|
2020
Q1 | $154K | Hold |
1,618
| – | – | 0.01% | 241 |
|
|
2019
Q4 | $187K | Buy |
1,618
+101
| +7% | +$11.7K | 0.01% | 259 |
|
|
2019
Q3 | $157K | Buy |
+1,517
| New | +$157K | 0.01% | 275 |
|