Winifred I. Li’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $546K | Sell |
15,388
-262
| -2% | -$9.3K | 0.52% | 63 |
|
|
2014
Q3 | $506K | Sell |
15,650
-774
| -5% | -$25K | 0.48% | 69 |
|
|
2014
Q2 | $495K | Sell |
16,424
-470
| -3% | -$14.2K | 0.42% | 77 |
|
|
2014
Q1 | $479K | Buy |
16,894
+918
| +6% | +$26K | 0.41% | 85 |
|
|
2013
Q4 | $472K | Buy |
15,976
+660
| +4% | +$19.5K | 0.41% | 84 |
|
|
2013
Q3 | $387K | Buy |
15,316
+4,200
| +38% | +$106K | 0.36% | 95 |
|
|
2013
Q2 | $243K | Buy |
+11,116
| New | +$243K | 0.23% | 110 |
|