Summit X LLC’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,120
| Closed | -$267K | – | 220 |
|
|
2023
Q2 | $267K | Buy |
2,120
+94
| +5% | +$11.9K | 0.06% | 228 |
|
|
2023
Q1 | $229K | Buy |
+2,026
| New | +$229K | 0.06% | 237 |
|
|
2022
Q4 | – | Sell |
-2,221
| Closed | -$203K | – | 251 |
|
|
2022
Q3 | $203K | Buy |
+2,221
| New | +$203K | 0.06% | 233 |
|
|
2022
Q2 | – | Sell |
-1,982
| Closed | -$201K | – | 257 |
|
|
2022
Q1 | $201K | Buy |
1,982
+42
| +2% | +$4.26K | 0.05% | 243 |
|
|
2021
Q4 | $201K | Buy |
+1,940
| New | +$201K | 0.05% | 244 |
|
|
2020
Q4 | – | Sell |
-99
| Closed | -$206 | – | 310 |
|
|
2020
Q3 | $206 | Buy |
+99
| New | +$206 | ﹤0.01% | 425 |
|