Lyell Wealth Management’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 | – | Sell |
-3,855
| Closed | -$421K | – | 199 |
|
|
2021
Q4 | $421K | Sell |
3,855
-11,657
| -75% | -$1.27M | 0.05% | 143 |
|
|
2021
Q3 | $1.89M | Sell |
15,512
-23,218
| -60% | -$2.83M | 0.23% | 83 |
|
|
2021
Q2 | $5.49M | Buy |
38,730
+1,726
| +5% | +$245K | 0.68% | 53 |
|
|
2021
Q1 | $5.2M | Sell |
37,004
-8,042
| -18% | -$1.13M | 0.76% | 52 |
|
|
2020
Q4 | $6.37M | Buy |
45,046
+2,119
| +5% | +$300K | 1.02% | 38 |
|
|
2020
Q3 | $6.32M | Buy |
42,927
+766
| +2% | +$113K | 1.18% | 34 |
|
|
2020
Q2 | $5.65M | Buy |
42,161
+5,386
| +15% | +$722K | 1.24% | 33 |
|
|
2020
Q1 | $4.47M | Buy |
36,775
+5,127
| +16% | +$624K | 1.34% | 35 |
|
|
2019
Q4 | $4.4M | Buy |
31,648
+8,154
| +35% | +$1.13M | 1.18% | 40 |
|
|
2019
Q3 | $3.12M | Buy |
+23,494
| New | +$3.12M | 0.94% | 46 |
|