Zullo Investment Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,105
| Closed | -$112K | – | 341 |
|
|
2022
Q4 | $112K | Sell |
1,105
-110
| -9% | -$11.1K | 0.07% | 192 |
|
|
2022
Q3 | $114K | Hold |
1,215
| – | – | 0.07% | 186 |
|
|
2022
Q2 | $108K | Buy |
1,215
+10
| +0.8% | +$889 | 0.07% | 199 |
|
|
2022
Q1 | $122K | Buy |
1,205
+4
| +0.3% | +$405 | 0.06% | 204 |
|
|
2021
Q4 | $125K | Buy |
+1,201
| New | +$125K | 0.06% | 205 |
|