Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-408
| Closed | -$37K | – | 374 |
|
|
2022
Q2 | $37K | Buy |
408
+1
| +0.2% | +$91 | 0.01% | 250 |
|
|
2022
Q1 | $40K | Buy |
407
+204
| +100% | +$20K | 0.01% | 232 |
|
|
2021
Q4 | $22K | Buy |
+203
| New | +$22K | ﹤0.01% | 241 |
|
|
2021
Q1 | – | Sell |
-204
| Closed | -$28K | – | 239 |
|
|
2020
Q4 | $28K | Buy |
+204
| New | +$28K | 0.02% | 186 |
|