GWANC
Guardian Wealth Advisors (North Carolina)’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,287
| Closed | -$223K | – | 415 |
|
|
2022
Q4 | $223K | Sell |
3,287
-8,124
| -71% | -$551K | 0.04% | 184 |
|
|
2022
Q3 | $862K | Buy |
11,411
+58
| +0.5% | +$4.38K | 0.16% | 71 |
|
|
2022
Q2 | $1.04M | Buy |
11,353
+7,376
| +185% | +$676K | 0.19% | 63 |
|
|
2022
Q1 | $399K | Buy |
3,977
+521
| +15% | +$52.3K | 0.17% | 101 |
|
|
2021
Q4 | $377K | Buy |
+3,456
| New | +$377K | 0.16% | 109 |
|