EWA
EverSource Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Buy |
6,591
+2,920
| +80% | +$238K | 0.02% | 430 |
|
|
2025
Q1 | $274K | Buy |
3,671
+566
| +18% | +$42.3K | 0.02% | 554 |
|
|
2024
Q4 | $251K | Sell |
3,105
-70
| -2% | -$5.65K | 0.01% | 568 |
|
|
2024
Q3 | $266K | Sell |
3,175
-231
| -7% | -$19.3K | 0.02% | 480 |
|
|
2024
Q2 | $262K | Buy |
3,406
+241
| +8% | +$18.5K | 0.02% | 474 |
|
|
2024
Q1 | $215K | Buy |
3,165
+114
| +4% | +$7.74K | 0.02% | 466 |
|
|
2023
Q4 | $183K | Sell |
3,051
-975
| -24% | -$58.6K | 0.02% | 453 |
|
|
2023
Q3 | $223K | Buy |
4,026
+905
| +29% | +$50K | 0.02% | 375 |
|
|
2023
Q2 | $171K | Buy |
3,121
+724
| +30% | +$39.6K | 0.02% | 441 |
|
|
2023
Q1 | $130K | Sell |
2,397
-35
| -1% | -$1.9K | 0.02% | 464 |
|
|
2022
Q4 | $165K | Sell |
2,432
-1,838
| -43% | -$125K | 0.03% | 379 |
|
|
2022
Q3 | $323K | Sell |
4,270
-1,874
| -31% | -$142K | 0.07% | 232 |
|
|
2022
Q2 | $564K | Buy |
6,144
+408
| +7% | +$37.5K | 0.15% | 132 |
|
|
2022
Q1 | $576K | Buy |
5,736
+2,216
| +63% | +$223K | 0.15% | 131 |
|
|
2021
Q4 | $384K | Buy |
+3,520
| New | +$384K | 0.11% | 147 |
|