CWP
Curated 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
Q2 | – | Sell |
-3,216
| Closed | -$351K | – | 142 |
|
|
2022
Q1 | $351K | Hold |
3,216
| – | – | 0.12% | 94 |
|
|
2021
Q4 | $351K | Sell |
3,216
-1,071
| -25% | -$117K | 0.11% | 97 |
|
|
2021
Q3 | $522K | Buy |
4,287
+732
| +21% | +$89.1K | 0.29% | 72 |
|
|
2021
Q2 | $504K | Buy |
3,555
+670
| +23% | +$95K | 0.27% | 72 |
|
|
2021
Q1 | $406K | Buy |
2,885
+707
| +32% | +$99.5K | 0.25% | 78 |
|
|
2020
Q4 | $308K | Buy |
+2,178
| New | +$308K | 0.2% | 101 |
|