1776 Wealth’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,969
| Closed | -$216K | – | 139 |
|
|
2023
Q1 | $216K | Buy |
3,969
+40
| +1% | +$2.17K | 0.13% | 111 |
|
|
2022
Q4 | $267K | Sell |
3,929
-1,635
| -29% | -$111K | 0.19% | 104 |
|
|
2022
Q3 | $420K | Hold |
5,564
| – | – | 0.32% | 64 |
|
|
2022
Q2 | $510K | Buy |
5,564
+645
| +13% | +$59.1K | 0.36% | 54 |
|
|
2022
Q1 | $494K | Buy |
4,919
+291
| +6% | +$29.2K | 0.29% | 69 |
|
|
2021
Q4 | $505K | Buy |
4,628
+1,098
| +31% | +$120K | 0.27% | 69 |
|
|
2021
Q3 | $430K | Buy |
3,530
+599
| +20% | +$73K | 0.25% | 69 |
|
|
2021
Q2 | $415K | Hold |
2,931
| – | – | 0.23% | 69 |
|
|
2021
Q1 | $412K | Sell |
2,931
-65
| -2% | -$9.14K | 0.26% | 62 |
|
|
2020
Q4 | $424K | Buy |
2,996
+542
| +22% | +$76.7K | 0.27% | 59 |
|
|
2020
Q3 | $361K | Buy |
2,454
+46
| +2% | +$6.77K | 0.26% | 62 |
|
|
2020
Q2 | $322K | Sell |
2,408
-2,188
| -48% | -$293K | 0.22% | 70 |
|
|
2020
Q1 | $594K | Buy |
4,596
+2,522
| +122% | +$326K | 0.25% | 67 |
|
|
2019
Q4 | $288K | Buy |
+2,074
| New | +$288K | 0.25% | 70 |
|