tru Independence’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-408
| Closed | -$43K | – | 244 |
|
|
2021
Q2 | $43K | Sell |
408
-7,429
| -95% | -$783K | 0.01% | 224 |
|
|
2021
Q1 | $933K | Sell |
7,837
-243
| -3% | -$28.9K | 0.18% | 121 |
|
|
2020
Q4 | $41.9K | Buy |
8,080
+475
| +6% | +$2.46K | 0.08% | 101 |
|
|
2020
Q3 | $784K | Sell |
7,605
-2
| -0% | -$206 | 0.22% | 90 |
|
|
2020
Q2 | $743 | Buy |
7,607
+118
| +2% | +$12 | 0.11% | 142 |
|
|
2020
Q1 | $712 | Hold |
7,489
| – | – | 0.12% | 116 |
|
|
2019
Q4 | $712K | Buy |
+7,489
| New | +$712K | 0.1% | 132 |
|