Telemus Capital’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,210
| Closed | -$224K | – | 357 |
|
|
2022
Q1 | $224K | Sell |
2,210
-4,116
| -65% | -$417K | 0.02% | 319 |
|
|
2021
Q4 | $657K | Sell |
6,326
-22,020
| -78% | -$2.29M | 0.05% | 218 |
|
|
2021
Q3 | $3.08M | Buy |
+28,346
| New | +$3.08M | 0.26% | 91 |
|
|
2021
Q2 | – | Sell |
-1,819
| Closed | -$224K | – | 362 |
|
|
2021
Q1 | $224K | Buy |
+1,819
| New | +$224K | 0.02% | 358 |
|
|
2018
Q1 | – | Sell |
-518
| Closed | -$34K | – | 452 |
|
|
2017
Q4 | $34K | Buy |
+518
| New | +$34K | ﹤0.01% | 438 |
|