LCWP
Legacy Capital Wealth Partners’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,434
| Closed | -$371K | – | 360 |
|
|
2024
Q3 | $371K | Sell |
4,434
-409
| -8% | -$34.3K | 0.07% | 246 |
|
|
2024
Q2 | $365K | Buy |
+4,843
| New | +$365K | 0.09% | 211 |
|
|
2024
Q1 | – | Sell |
-4,117
| Closed | -$247K | – | 182 |
|
|
2023
Q4 | $247K | Sell |
4,117
-1,828
| -31% | -$110K | 0.07% | 245 |
|
|
2023
Q3 | $329K | Buy |
+5,945
| New | +$329K | 0.09% | 204 |
|
|
2023
Q2 | – | Sell |
-3,966
| Closed | -$215K | – | 103 |
|
|
2023
Q1 | $215K | Buy |
+3,966
| New | +$215K | 0.06% | 233 |
|