Lenox Wealth Management’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$7K Hold
80
﹤0.01% 487
2020
Q1
$7K Hold
80
﹤0.01% 440
2019
Q4
$9K Hold
80
﹤0.01% 459
2019
Q3
$8K Hold
80
﹤0.01% 478
2019
Q2
$7K Hold
80
﹤0.01% 468
2019
Q1
$7K Hold
80
﹤0.01% 476
2018
Q4
$6K Hold
80
﹤0.01% 441
2018
Q3
$7K Hold
80
﹤0.01% 454
2018
Q2
$6K Hold
80
﹤0.01% 415
2018
Q1
$5K Hold
80
﹤0.01% 400
2017
Q4
$5K Hold
80
﹤0.01% 421
2017
Q3
$5K Hold
80
﹤0.01% 441
2017
Q2
$5K Buy
+80
New +$5K ﹤0.01% 421