Triad Investment Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.01M | Sell |
25,093
-2,919
| -10% | -$467K | 4.87% | 6 |
|
|
2023
Q4 | $3.72M | Buy |
28,012
+287
| +1% | +$38.1K | 4.88% | 4 |
|
|
2023
Q3 | $3.13M | Buy |
27,725
+266
| +1% | +$30K | 4.57% | 4 |
|
|
2023
Q2 | $3.46M | Sell |
27,459
-1,003
| -4% | -$127K | 4.82% | 3 |
|
|
2023
Q1 | $3.22M | Buy |
28,462
+620
| +2% | +$70.1K | 4.68% | 4 |
|
|
2022
Q4 | $2.81M | Buy |
27,842
+12
| +0% | +$1.21K | 4.4% | 4 |
|
|
2022
Q3 | $2.6M | Sell |
27,830
-585
| -2% | -$54.7K | 4.52% | 4 |
|
|
2022
Q2 | $2.53M | Sell |
28,415
-8,380
| -23% | -$746K | 3.74% | 6 |
|
|
2022
Q1 | $3.73M | Buy |
36,795
+1,137
| +3% | +$115K | 3.53% | 8 |
|
|
2021
Q4 | $3.7M | Buy |
+35,658
| New | +$3.7M | 3.36% | 8 |
|