Sun Life Financial’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,072
| Closed | -$572K | – | 48 |
|
|
2023
Q1 | $572K | Sell |
5,072
-1,032
| -17% | -$116K | 0.04% | 46 |
|
|
2022
Q4 | $620K | Sell |
6,104
-473
| -7% | -$48.1K | 0.05% | 44 |
|
|
2022
Q3 | $615K | Sell |
6,577
-1,824
| -22% | -$171K | 0.05% | 43 |
|
|
2022
Q2 | $749K | Sell |
8,401
-576
| -6% | -$51.4K | 0.06% | 45 |
|
|
2022
Q1 | $908K | Sell |
8,977
-59
| -0.7% | -$5.97K | 0.04% | 50 |
|
|
2021
Q4 | $936K | Buy |
9,036
+807
| +10% | +$83.6K | 0.03% | 54 |
|
|
2021
Q3 | $892K | Buy |
8,229
+2,549
| +45% | +$276K | 0.05% | 44 |
|
|
2021
Q2 | $608K | Buy |
5,680
+2,565
| +82% | +$275K | 0.03% | 50 |
|
|
2021
Q1 | $370K | Buy |
3,115
+2,776
| +819% | +$330K | 0.03% | 80 |
|
|
2020
Q4 | $39K | Buy |
339
+4
| +1% | +$460 | 0.01% | 185 |
|
|
2020
Q3 | $35K | Sell |
335
-4
| -1% | -$418 | 0.01% | 186 |
|
|
2020
Q2 | $33K | Buy |
339
+7
| +2% | +$681 | 0.01% | 171 |
|
|
2020
Q1 | $32K | Sell |
332
-5
| -1% | -$482 | 0.01% | 159 |
|
|
2019
Q4 | $39K | Sell |
337
-134
| -28% | -$15.5K | 0.01% | 158 |
|
|
2019
Q3 | $49K | Buy |
471
+155
| +49% | +$16.1K | 0.01% | 288 |
|
|
2019
Q2 | $29K | Sell |
316
-350
| -53% | -$32.1K | 0.01% | 347 |
|
|
2019
Q1 | $59K | Sell |
666
-448
| -40% | -$39.7K | 0.01% | 335 |
|
|
2018
Q4 | $82K | Sell |
1,114
-1
| -0.1% | -$74 | 0.02% | 317 |
|
|
2018
Q3 | $92K | Buy |
1,115
+5
| +0.5% | +$413 | 0.02% | 345 |
|
|
2018
Q2 | $82K | Buy |
1,110
+975
| +722% | +$72K | 0.01% | 354 |
|
|
2018
Q1 | $1.89K | Sell |
135
-777
| -85% | -$10.9K | 0.02% | 223 |
|
|
2017
Q4 | $60K | Sell |
912
-2,178
| -70% | -$143K | 0.01% | 243 |
|
|
2017
Q3 | $199K | Sell |
3,090
-14
| -0.5% | -$902 | 0.02% | 227 |
|
|
2017
Q2 | $190K | Buy |
3,104
+3,078
| +11,838% | +$188K | 0.02% | 236 |
|
|
2017
Q1 | $116 | Buy |
26
+2
| +8% | +$9 | ﹤0.01% | 370 |
|
|
2016
Q4 | $117 | Buy |
+24
| New | +$117 | ﹤0.01% | 328 |
|