Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $32K | Buy |
317
+9
| +3% | +$909 | ﹤0.01% | 307 |
|
|
2021
Q4 | $34K | Sell |
308
-243
| -44% | -$26.8K | ﹤0.01% | 316 |
|
|
2021
Q3 | $67K | Sell |
551
-4
| -0.7% | -$486 | 0.01% | 200 |
|
|
2021
Q2 | $79K | Hold |
555
| – | – | 0.01% | 171 |
|
|
2021
Q1 | $78K | Buy |
555
+4
| +0.7% | +$562 | 0.01% | 143 |
|
|
2020
Q4 | $78K | Hold |
551
| – | – | 0.01% | 143 |
|
|
2020
Q3 | $81K | Hold |
551
| – | – | 0.01% | 124 |
|
|
2020
Q2 | $74K | Hold |
551
| – | – | 0.01% | 119 |
|
|
2020
Q1 | $67K | Hold |
551
| – | – | 0.01% | 113 |
|
|
2019
Q4 | $77K | Hold |
551
| – | – | 0.01% | 133 |
|
|
2019
Q3 | $73K | Buy |
+551
| New | +$73K | 0.01% | 131 |
|
|
2019
Q2 | – | Sell |
-33
| Closed | -$4K | – | 473 |
|
|
2019
Q1 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 395 |
|
|
2016
Q2 | – | Sell |
-55
| Closed | -$3K | – | 224 |
|
|
2016
Q1 | $3K | Sell |
55
-55
| -50% | -$3K | ﹤0.01% | 213 |
|
|
2015
Q4 | $7K | Buy |
110
+55
| +100% | +$3.5K | ﹤0.01% | 196 |
|
|
2015
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 285 |
|
|
2015
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 244 |
|
|
2015
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 258 |
|
|
2014
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 282 |
|
|
2014
Q1 | – | Sell |
-88
| Closed | -$5K | – | 245 |
|
|
2013
Q4 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 232 |
|