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 |
|