Townsend & Associates’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,903
| Closed | -$222K | – | 119 |
|
|
2022
Q4 | $222K | Sell |
1,903
-1,041
| -35% | -$121K | 0.11% | 105 |
|
|
2022
Q3 | $290K | Buy |
2,944
+155
| +6% | +$15.3K | 0.13% | 68 |
|
|
2022
Q2 | $258K | Buy |
2,789
+41
| +1% | +$3.79K | 0.12% | 67 |
|
|
2022
Q1 | $276K | Buy |
2,748
+160
| +6% | +$16.1K | 0.13% | 71 |
|
|
2021
Q4 | $282K | Buy |
+2,588
| New | +$282K | 0.15% | 68 |
|