BWM
Biltmore Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,771
| Closed | -$385K | – | 48 |
|
|
2020
Q1 | $385K | Hold |
2,771
| – | – | 0.18% | 39 |
|
|
2019
Q4 | $385K | Sell |
2,771
-59
| -2% | -$8.2K | 0.18% | 39 |
|
|
2019
Q3 | $376K | Buy |
2,830
+7
| +0.2% | +$930 | 0.18% | 36 |
|
|
2019
Q2 | $346K | Sell |
2,823
-1,071
| -28% | -$131K | 0.17% | 38 |
|
|
2019
Q1 | $440K | Buy |
+3,894
| New | +$440K | 0.23% | 37 |
|