Heritage Oak Wealth Advisors’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
2024
Q4
Sell
-3,189
Closed -$267K 100
2024
Q3
$267K Buy
+3,189
New +$267K 0.12% 117