Waratah Capital Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,539
| Closed | -$4.76M | – | 151 |
|
|
2025
Q1 | $4.76M | Buy |
+21,539
| New | +$4.76M | 0.13% | 79 |
|
|
2021
Q4 | – | Sell |
-27,427
| Closed | -$2.98M | – | 242 |
|
|
2021
Q3 | $2.98M | Buy |
27,427
+9,382
| +52% | +$1.02M | 0.04% | 89 |
|
|
2021
Q2 | $1.93M | Sell |
18,045
-103,102
| -85% | -$11M | 0.03% | 100 |
|
|
2021
Q1 | $14.4M | Sell |
121,147
-115,606
| -49% | -$13.8M | 0.33% | 34 |
|
|
2020
Q4 | $27M | Buy |
+236,753
| New | +$27M | 1.85% | 13 |
|
|
2020
Q1 | – | Sell |
-33,631
| Closed | -$3.89M | – | 103 |
|
|
2019
Q4 | $3.89M | Buy |
33,631
+5,570
| +20% | +$644K | 0.41% | 62 |
|
|
2019
Q3 | $2.91M | Buy |
+28,061
| New | +$2.91M | 0.33% | 65 |
|