Buckley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,702
| Closed | -$694K | – | 132 |
|
|
2021
Q3 | $694K | Buy |
5,702
+582
| +11% | +$70.8K | 0.22% | 74 |
|
|
2021
Q2 | $725K | Buy |
5,120
+328
| +7% | +$46.4K | 0.25% | 69 |
|
|
2021
Q1 | $674K | Buy |
4,792
+583
| +14% | +$82K | 0.25% | 71 |
|
|
2020
Q4 | $595K | Sell |
4,209
-25
| -0.6% | -$3.53K | 0.24% | 68 |
|
|
2020
Q3 | $623K | Sell |
4,234
-1,726
| -29% | -$254K | 0.28% | 61 |
|
|
2020
Q2 | $799K | Sell |
5,960
-337
| -5% | -$45.2K | 0.36% | 51 |
|
|
2020
Q1 | $766K | Buy |
6,297
+1,970
| +46% | +$240K | 0.42% | 46 |
|
|
2019
Q4 | $602K | Sell |
4,327
-217
| -5% | -$30.2K | 0.27% | 72 |
|
|
2019
Q3 | $603K | Buy |
4,544
+518
| +13% | +$68.7K | 0.3% | 66 |
|
|
2019
Q2 | $494K | Buy |
4,026
+94
| +2% | +$11.5K | 0.23% | 84 |
|
|
2019
Q1 | $445K | Sell |
3,932
-410
| -9% | -$46.4K | 0.21% | 95 |
|
|
2018
Q4 | $445K | Buy |
4,342
+269
| +7% | +$27.6K | 0.23% | 87 |
|
|
2018
Q3 | $444K | Buy |
4,073
+20
| +0.5% | +$2.18K | 0.19% | 99 |
|
|
2018
Q2 | $430K | Buy |
4,053
+278
| +7% | +$29.5K | 0.2% | 101 |
|
|
2018
Q1 | $364K | Buy |
3,775
+40
| +1% | +$3.86K | 0.18% | 116 |
|
|
2017
Q4 | $351K | Buy |
+3,735
| New | +$351K | 0.18% | 119 |
|