Williams Jones & Associates’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $263K | Sell |
2,890
-110
| -4% | -$10K | 0.01% | 335 |
|
|
2019
Q1 | $265K | Hold |
3,000
| – | – | 0.01% | 347 |
|
|
2018
Q4 | $220K | Hold |
3,000
| – | – | 0.01% | 351 |
|
|
2018
Q3 | $247K | Buy |
3,000
+240
| +9% | +$19.8K | 0.01% | 384 |
|
|
2018
Q2 | $204K | Sell |
2,760
-348
| -11% | -$25.7K | ﹤0.01% | 409 |
|
|
2018
Q1 | $222K | Hold |
3,108
| – | – | 0.01% | 398 |
|
|
2017
Q4 | $204K | Buy |
+3,108
| New | +$204K | ﹤0.01% | 406 |
|