BTWM
Baker Tilly Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,498
| Closed | -$251K | – | 505 |
|
|
2022
Q1 | $251K | Buy |
2,498
+276
| +12% | +$27.7K | 0.03% | 455 |
|
|
2021
Q4 | $243K | Buy |
2,222
+318
| +17% | +$34.8K | 0.03% | 466 |
|
|
2021
Q3 | $232K | Buy |
1,904
+336
| +21% | +$40.9K | 0.03% | 460 |
|
|
2021
Q2 | $222K | Sell |
1,568
-529
| -25% | -$74.9K | 0.04% | 464 |
|
|
2021
Q1 | $295K | Buy |
+2,097
| New | +$295K | 0.06% | 361 |
|