Winslow Evans & Crocker’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $45K | Hold |
396
| – | – | 0.01% | 621 |
|
|
2020
Q3 | $41K | Buy |
396
+100
| +34% | +$10.4K | 0.01% | 495 |
|
|
2020
Q2 | $29K | Sell |
296
-500
| -63% | -$49K | 0.01% | 543 |
|
|
2020
Q1 | $76K | Sell |
796
-3,826
| -83% | -$365K | 0.03% | 368 |
|
|
2019
Q4 | $536K | Buy |
4,622
+4,326
| +1,461% | +$502K | 0.14% | 161 |
|
|
2019
Q3 | $32K | Sell |
296
-30
| -9% | -$3.24K | 0.01% | 577 |
|
|
2019
Q2 | $30K | Buy |
326
+30
| +10% | +$2.76K | 0.01% | 603 |
|
|
2019
Q1 | $28K | Hold |
296
| – | – | 0.01% | 599 |
|
|
2018
Q4 | $22K | Hold |
296
| – | – | 0.01% | 610 |
|
|
2018
Q3 | $26K | Hold |
296
| – | – | 0.01% | 610 |
|
|
2018
Q2 | $22K | Hold |
296
| – | – | 0.01% | 657 |
|
|
2018
Q1 | $21.1K | Hold |
296
| – | – | 0.01% | 637 |
|
|
2017
Q4 | $19.4K | Hold |
296
| – | – | 0.01% | 667 |
|
|
2017
Q3 | $19.1K | Buy |
296
+100
| +51% | +$6.45K | 0.01% | 676 |
|
|
2017
Q2 | $12K | Buy |
+196
| New | +$12K | ﹤0.01% | 879 |
|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$49.7K | – | 1272 |
|
|
2016
Q3 | $49.7K | Hold |
1,000
| – | – | 0.01% | 539 |
|
|
2016
Q2 | $54.4K | Sell |
1,000
-10,850
| -92% | -$590K | 0.02% | 495 |
|
|
2016
Q1 | $608K | Buy |
11,850
+150
| +1% | +$7.69K | 0.18% | 118 |
|
|
2015
Q4 | $535K | Buy |
+11,700
| New | +$535K | 0.15% | 143 |
|
|
2014
Q1 | – | Sell |
-576
| Closed | -$17K | – | 1327 |
|
|
2013
Q4 | $17K | Buy |
+576
| New | +$17K | 0.01% | 745 |
|