Weld Capital Management’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 |
-6,073
| Closed | -$649K | – | 74 |
|
|
2021
Q2 | $649K | Sell |
6,073
-2,732
| -31% | -$292K | 0.66% | 36 |
|
|
2021
Q1 | $1.05M | Buy |
+8,805
| New | +$1.05M | 0.44% | 66 |
|
|
2020
Q1 | – | Sell |
-11,156
| Closed | -$1.29M | – | 522 |
|
|
2019
Q4 | $1.29M | Buy |
+11,156
| New | +$1.29M | 0.25% | 131 |
|