WP
Waycross Partners’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,200
| Closed | -$404K | – | 98 |
|
|
2023
Q2 | $404K | Hold |
3,200
| – | – | 0.09% | 85 |
|
|
2023
Q1 | $362K | Sell |
3,200
-12,100
| -79% | -$1.37M | 0.11% | 79 |
|
|
2022
Q4 | $1.55M | Buy |
15,300
+500
| +3% | +$50.5K | 0.56% | 42 |
|
|
2022
Q3 | $1.39M | Buy |
14,800
+2,300
| +18% | +$215K | 0.93% | 38 |
|
|
2022
Q2 | $1.11M | Buy |
12,500
+8,700
| +229% | +$774K | 0.74% | 48 |
|
|
2022
Q1 | $385K | Buy |
+3,800
| New | +$385K | 0.22% | 76 |
|
|
2021
Q3 | – | Sell |
-6,500
| Closed | -$695K | – | 91 |
|
|
2021
Q2 | $695K | Hold |
6,500
| – | – | 0.37% | 61 |
|
|
2021
Q1 | $774K | Buy |
+6,500
| New | +$774K | 0.43% | 62 |
|