Lenox Wealth Advisors’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22
| Closed | -$2K | – | 839 |
|
|
2021
Q4 | $2K | Buy |
22
+18
| +450% | +$1.64K | ﹤0.01% | 718 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 742 |
|
|
2021
Q1 | – | Sell |
-130
| Closed | -$15K | – | 708 |
|
|
2020
Q4 | $15K | Hold |
130
| – | – | ﹤0.01% | 360 |
|
|
2020
Q3 | $13K | Sell |
130
-42
| -24% | -$4.2K | ﹤0.01% | 343 |
|
|
2020
Q2 | $17K | Buy |
172
+78
| +83% | +$7.71K | ﹤0.01% | 314 |
|
|
2020
Q1 | $9K | Buy |
+94
| New | +$9K | ﹤0.01% | 354 |
|
|
2019
Q2 | – | Sell |
-37
| Closed | -$3K | – | 472 |
|
|
2019
Q1 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 450 |
|
|
2016
Q1 | – | Sell |
-60
| Closed | -$3K | – | 309 |
|
|
2015
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 274 |
|
|
2015
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 308 |
|
|
2015
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 263 |
|
|
2015
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 300 |
|
|
2014
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 303 |
|