Accel Wealth Management’s Fidelity National Financial FNF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,158
Closed -$180K 411
2023
Q1
$180K Sell
5,158
-186
-3% -$6.5K 0.07% 231
2022
Q4
$201K Sell
5,344
-511
-9% -$19.2K 0.1% 156
2022
Q3
$222K Sell
5,855
-2,061
-26% -$78.1K 0.12% 150
2022
Q2
$279K Buy
7,916
+5,568
+237% +$196K 0.16% 119
2022
Q1
$106K Buy
2,348
+17
+0.7% +$767 0.05% 249
2021
Q4
$117K Buy
2,331
+2,019
+647% +$101K 0.06% 238
2021
Q3
$14K Hold
312
0.01% 571
2021
Q2
$13K Buy
+312
New +$13K 0.01% 640