B. Riley 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
Q1 | – | Sell |
-3,962
| Closed | -$432K | – | 646 |
|
|
2021
Q4 | $432K | Buy |
3,962
+148
| +4% | +$16.1K | 0.03% | 386 |
|
|
2021
Q3 | $464K | Buy |
+3,814
| New | +$464K | 0.04% | 354 |
|
|
2021
Q1 | – | Sell |
-1,448
| Closed | -$205K | – | 448 |
|
|
2020
Q4 | $205K | Sell |
1,448
-51
| -3% | -$7.22K | 0.03% | 329 |
|
|
2020
Q3 | $221K | Buy |
+1,499
| New | +$221K | 0.03% | 342 |
|
|
2015
Q3 | – | Sell |
-75
| Closed | -$4K | – | 349 |
|
|
2015
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 879 |
|
|
2015
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 857 |
|
|
2014
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 871 |
|
|
2014
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 925 |
|
|
2014
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 958 |
|
|
2014
Q1 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 904 |
|