J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Buy |
7,724
+103
| +1% | +$8.39K | 0.01% | 836 |
|
|
2025
Q1 | $569K | Buy |
+7,621
| New | +$569K | 0.02% | 727 |
|
|
2023
Q3 | – | Sell |
-3,802
| Closed | -$208K | – | 757 |
|
|
2023
Q2 | $208K | Buy |
+3,802
| New | +$208K | 0.01% | 698 |
|
|
2021
Q4 | – | Sell |
-1,686
| Closed | -$205K | – | 855 |
|
|
2021
Q3 | $205K | Buy |
+1,686
| New | +$205K | 0.01% | 437 |
|
|
2020
Q4 | – | Sell |
-4,946
| Closed | -$728K | – | 713 |
|
|
2020
Q3 | $728K | Buy |
+4,946
| New | +$728K | 0.06% | 329 |
|