BWA
Burt Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-83
| Closed | -$12K | – | 183 |
|
2020
Q4 | $12K | Hold |
83
| – | – | ﹤0.01% | 277 |
|
2020
Q3 | $12K | Hold |
83
| – | – | ﹤0.01% | 272 |
|
2020
Q2 | $11K | Hold |
83
| – | – | ﹤0.01% | 261 |
|
2020
Q1 | $10K | Buy |
+83
| New | +$10K | ﹤0.01% | 267 |
|
2019
Q4 | – | Sell |
-56
| Closed | -$7K | – | 340 |
|
2019
Q3 | $7K | Hold |
56
| – | – | ﹤0.01% | 288 |
|
2019
Q2 | $7K | Hold |
56
| – | – | ﹤0.01% | 285 |
|
2019
Q1 | $6K | Hold |
56
| – | – | ﹤0.01% | 295 |
|
2018
Q4 | $6K | Hold |
56
| – | – | ﹤0.01% | 296 |
|
2018
Q3 | $6K | Hold |
56
| – | – | ﹤0.01% | 315 |
|
2018
Q2 | $6K | Hold |
56
| – | – | ﹤0.01% | 304 |
|
2018
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 313 |
|
2017
Q4 | $5K | Hold |
56
| – | – | ﹤0.01% | 304 |
|
2017
Q3 | $5K | Sell |
56
-280
| -83% | -$25K | ﹤0.01% | 295 |
|
2017
Q2 | $28K | Hold |
336
| – | – | 0.02% | 234 |
|
2017
Q1 | $27K | Hold |
336
| – | – | 0.02% | 211 |
|
2016
Q4 | $25K | Hold |
336
| – | – | 0.02% | 217 |
|
2016
Q3 | $25K | Hold |
336
| – | – | 0.03% | 205 |
|
2016
Q2 | $24K | Hold |
336
| – | – | 0.03% | 200 |
|
2016
Q1 | $21K | Hold |
336
| – | – | 0.02% | 241 |
|
2015
Q4 | $20K | Hold |
336
| – | – | 0.02% | 206 |
|
2015
Q3 | $22K | Hold |
336
| – | – | 0.03% | 174 |
|
2015
Q2 | $21K | Hold |
336
| – | – | 0.02% | 200 |
|
2015
Q1 | $24K | Hold |
336
| – | – | 0.02% | 177 |
|
2014
Q4 | $22K | Buy |
+336
| New | +$22K | 0.02% | 182 |
|