AllSquare Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | – | – | 538 |
|
|
2022
Q3 | – | Sell |
-462
| Closed | -$42K | – | 512 |
|
|
2022
Q2 | $42K | Hold |
462
| – | – | 0.03% | 216 |
|
|
2022
Q1 | $46K | Buy |
462
+98
| +27% | +$9.76K | 0.03% | 234 |
|
|
2021
Q4 | $40K | Sell |
364
-67
| -16% | -$7.36K | 0.02% | 248 |
|
|
2021
Q3 | $52K | Buy |
431
+95
| +28% | +$11.5K | 0.03% | 219 |
|
|
2021
Q2 | $48K | Buy |
336
+85
| +34% | +$12.1K | 0.03% | 237 |
|
|
2021
Q1 | $35K | Buy |
251
+12
| +5% | +$1.67K | 0.02% | 264 |
|
|
2020
Q4 | $34K | Hold |
239
| – | – | 0.02% | 233 |
|
|
2020
Q3 | $35K | Hold |
239
| – | – | 0.03% | 229 |
|
|
2020
Q2 | $32K | Sell |
239
-83
| -26% | -$11.1K | 0.02% | 222 |
|
|
2020
Q1 | $39K | Hold |
322
| – | – | 0.03% | 179 |
|
|
2019
Q4 | $45K | Sell |
322
-48
| -13% | -$6.71K | 0.03% | 191 |
|
|
2019
Q3 | $49K | Buy |
+370
| New | +$49K | 0.04% | 188 |
|