EWM
Evermay Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6
| Closed | -$361 | – | 657 |
|
|
2023
Q4 | $361 | Buy |
+6
| New | +$361 | ﹤0.01% | 609 |
|
|
2021
Q3 | – | Sell |
-2,266
| Closed | -$321K | – | 487 |
|
|
2021
Q2 | $321K | Hold |
2,266
| – | – | 0.06% | 134 |
|
|
2021
Q1 | $319K | Hold |
2,266
| – | – | 0.06% | 132 |
|
|
2020
Q4 | $321K | Hold |
2,266
| – | – | 0.07% | 125 |
|
|
2020
Q3 | $334K | Hold |
2,266
| – | – | 0.08% | 110 |
|
|
2020
Q2 | $304K | Hold |
2,266
| – | – | 0.08% | 113 |
|
|
2020
Q1 | $276K | Hold |
2,266
| – | – | 0.08% | 112 |
|
|
2019
Q4 | $315K | Hold |
2,266
| – | – | 0.08% | 120 |
|
|
2019
Q3 | $301K | Hold |
2,266
| – | – | 0.08% | 117 |
|
|
2019
Q2 | $278K | Hold |
2,266
| – | – | 0.08% | 122 |
|
|
2019
Q1 | $256K | Sell |
2,266
-740
| -25% | -$83.6K | 0.07% | 124 |
|
|
2018
Q4 | $308K | Hold |
3,006
| – | – | 0.1% | 96 |
|
|
2018
Q3 | $328K | Hold |
3,006
| – | – | 0.1% | 106 |
|
|
2018
Q2 | $319K | Hold |
3,006
| – | – | 0.11% | 102 |
|
|
2018
Q1 | $289K | Hold |
3,006
| – | – | 0.1% | 104 |
|
|
2017
Q4 | $283K | Buy |
3,006
+740
| +33% | +$69.7K | 0.1% | 106 |
|
|
2017
Q3 | $212K | Buy |
+2,266
| New | +$212K | 0.09% | 96 |
|