BerganKDV Wealth Management’s Fidelity National Information Services FIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $14.6K | Sell |
266
-23
| -8% | -$1.26K | ﹤0.01% | 518 |
|
2023
Q1 | $15.7K | Sell |
289
-3
| -1% | -$163 | ﹤0.01% | 541 |
|
2022
Q4 | $19.8K | Sell |
292
-13
| -4% | -$882 | ﹤0.01% | 497 |
|
2022
Q3 | $23K | Sell |
305
-14
| -4% | -$1.06K | ﹤0.01% | 472 |
|
2022
Q2 | $29K | Hold |
319
| – | – | ﹤0.01% | 447 |
|
2022
Q1 | $32K | Sell |
319
-235
| -42% | -$23.6K | ﹤0.01% | 451 |
|
2021
Q4 | $61K | Buy |
554
+242
| +78% | +$26.6K | 0.01% | 399 |
|
2021
Q3 | $38K | Hold |
312
| – | – | ﹤0.01% | 437 |
|
2021
Q2 | $44K | Hold |
312
| – | – | 0.01% | 404 |
|
2021
Q1 | $44K | Hold |
312
| – | – | 0.01% | 383 |
|
2020
Q4 | $44K | Buy |
312
+14
| +5% | +$1.97K | 0.01% | 365 |
|
2020
Q3 | $44K | Hold |
298
| – | – | 0.01% | 351 |
|
2020
Q2 | $40K | Buy |
298
+1
| +0.3% | +$134 | 0.01% | 376 |
|
2020
Q1 | $36K | Hold |
297
| – | – | 0.01% | 355 |
|
2019
Q4 | $41K | Buy |
297
+50
| +20% | +$6.9K | 0.01% | 362 |
|
2019
Q3 | $33K | Hold |
247
| – | – | 0.01% | 371 |
|
2019
Q2 | $30K | Hold |
247
| – | – | 0.01% | 377 |
|
2019
Q1 | $28K | Hold |
247
| – | – | 0.01% | 399 |
|
2018
Q4 | $25K | Hold |
247
| – | – | 0.01% | 370 |
|
2018
Q3 | $27K | Hold |
247
| – | – | 0.01% | 381 |
|
2018
Q2 | $26K | Buy |
+247
| New | +$26K | 0.01% | 390 |
|