DWA
Dougherty Wealth Advisers’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,039
| Closed | -$113K | – | 135 |
|
|
2021
Q4 | $113K | Hold |
1,039
| – | – | 0.16% | 67 |
|
|
2021
Q3 | $126K | Hold |
1,039
| – | – | 0.19% | 59 |
|
|
2021
Q2 | $147K | Hold |
1,039
| – | – | 0.22% | 49 |
|
|
2021
Q1 | $146K | Hold |
1,039
| – | – | 0.22% | 44 |
|
|
2020
Q4 | $147K | Hold |
1,039
| – | – | 0.23% | 43 |
|
|
2020
Q3 | $153K | Hold |
1,039
| – | – | 0.53% | 40 |
|
|
2020
Q2 | $139K | Hold |
1,039
| – | – | 0.51% | 41 |
|
|
2020
Q1 | $126K | Hold |
1,039
| – | – | 0.5% | 42 |
|
|
2019
Q4 | $145K | Hold |
1,039
| – | – | 0.44% | 43 |
|
|
2019
Q3 | $138K | Hold |
1,039
| – | – | 0.45% | 42 |
|
|
2019
Q2 | $127K | Hold |
1,039
| – | – | 0.36% | 55 |
|
|
2019
Q1 | $118K | Hold |
1,039
| – | – | 0.4% | 46 |
|
|
2018
Q4 | $113K | Buy |
+1,039
| New | +$113K | 0.37% | 56 |
|