Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $112K | Buy |
1,654
+827
| +100% | +$56.1K | 0.02% | 397 |
|
|
2022
Q3 | $62K | Hold |
827
| – | – | 0.02% | 375 |
|
|
2022
Q2 | $75.8K | Sell |
827
-6
| -0.7% | -$550 | 0.03% | 365 |
|
|
2022
Q1 | $84K | Buy |
+833
| New | +$84K | 0.02% | 392 |
|
|
2021
Q3 | $114K | Buy |
934
+48
| +5% | +$5.86K | 0.04% | 315 |
|
|
2021
Q2 | $126K | Sell |
886
-36
| -4% | -$5.12K | 0.05% | 301 |
|
|
2021
Q1 | $130K | Buy |
+922
| New | +$130K | 0.07% | 213 |
|