BWP
BSW Wealth Partners’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,559
| Closed | -$269K | – | 318 |
|
|
2022
Q3 | $269K | Sell |
3,559
-36
| -1% | -$2.72K | 0.07% | 202 |
|
|
2022
Q2 | $330K | Sell |
3,595
-1,089
| -23% | -$100K | 0.08% | 175 |
|
|
2022
Q1 | $470K | Buy |
4,684
+1,582
| +51% | +$159K | 0.12% | 129 |
|
|
2021
Q4 | $339K | Sell |
3,102
-665
| -18% | -$72.7K | 0.09% | 174 |
|
|
2021
Q3 | $458K | Buy |
3,767
+1,045
| +38% | +$127K | 0.13% | 112 |
|
|
2021
Q2 | $386K | Buy |
2,722
+17
| +0.6% | +$2.41K | 0.11% | 128 |
|
|
2021
Q1 | $380K | Buy |
2,705
+152
| +6% | +$21.4K | 0.11% | 110 |
|
|
2020
Q4 | $361K | Buy |
+2,553
| New | +$361K | 0.11% | 106 |
|