TIFF Advisory Services’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40,986
| Closed | -$4.63M | – | 26 |
|
|
2023
Q3 | $4.63M | Sell |
40,986
-13,103
| -24% | -$1.48M | 3.83% | 12 |
|
|
2023
Q2 | $6.82M | Sell |
54,089
-36,619
| -40% | -$4.62M | 1.62% | 13 |
|
|
2023
Q1 | $10.3M | Sell |
90,708
-56,378
| -38% | -$6.37M | 4.31% | 10 |
|
|
2022
Q4 | $14.9M | Buy |
147,086
+4,666
| +3% | +$472K | 6.03% | 4 |
|
|
2022
Q3 | $13.3M | Sell |
142,420
-7,551
| -5% | -$707K | 5.52% | 5 |
|
|
2022
Q2 | $13.3M | Sell |
149,971
-15,975
| -10% | -$1.42M | 4.8% | 6 |
|
|
2022
Q1 | $16.8M | Sell |
165,946
-13,259
| -7% | -$1.34M | 6.01% | 4 |
|
|
2021
Q4 | $18.6M | Hold |
179,205
| – | – | 6.46% | 2 |
|
|
2021
Q3 | $19.4M | Buy |
179,205
+11,487
| +7% | +$1.25M | 6.16% | 3 |
|
|
2021
Q2 | $17.9M | Buy |
167,718
+8,331
| +5% | +$891K | 5.11% | 9 |
|
|
2021
Q1 | $19M | Buy |
159,387
+33,367
| +26% | +$3.97M | 5.77% | 5 |
|
|
2020
Q4 | $14.3M | Buy |
+126,020
| New | +$14.3M | 4.71% | 12 |
|