MinichMacGregor Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-322
| Closed | -$21.8K | – | 271 |
|
|
2022
Q4 | $21.8K | Buy |
+322
| New | +$21.8K | 0.01% | 303 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 522 |
|
|
2017
Q4 | – | Sell |
-13
| Closed | -$1K | – | 498 |
|
|
2017
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 429 |
|
|
2017
Q2 | $1K | Sell |
13
-4
| -24% | -$308 | ﹤0.01% | 423 |
|
|
2017
Q1 | $1K | Sell |
17
-2
| -11% | -$118 | ﹤0.01% | 415 |
|
|
2016
Q4 | $1K | Sell |
19
-800
| -98% | -$42.1K | ﹤0.01% | 415 |
|
|
2016
Q3 | $63K | Hold |
819
| – | – | 0.06% | 93 |
|
|
2016
Q2 | $60K | Buy |
819
+19
| +2% | +$1.39K | 0.06% | 91 |
|
|
2016
Q1 | $50K | Hold |
800
| – | – | 0.05% | 106 |
|
|
2015
Q4 | $50K | Buy |
+800
| New | +$50K | 0.05% | 103 |
|