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Litman Gregory Wealth Management’s Fiserv FI Stock Holding History

Litman Gregory Wealth Management’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,630
Closed -$116K – 123
2018
Q1 		$116K Buy
+1,630
New +$116K 0.05% 45