LRIA
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Leonard Rickey Investment Advisors’s Fiserv FI Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio FI Stock Details FI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,025
Closed -$218K – 112
2025
Q1 		$218K Sell
1,025
-22
-2% -$4.67K 0.05% 103
2024
Q4 		$215K Buy
+1,047
New +$215K 0.05% 101