Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,098
| Closed | -$230K | – | 632 |
|
|
2024
Q1 | $230K | Buy |
+3,098
| New | +$230K | 0.01% | 576 |
|
|
2022
Q2 | – | Sell |
-2,186
| Closed | -$220K | – | 496 |
|
|
2022
Q1 | $220K | Sell |
2,186
-421
| -16% | -$42.4K | 0.01% | 457 |
|
|
2021
Q4 | $285K | Buy |
2,607
+407
| +19% | +$44.5K | 0.01% | 424 |
|
|
2021
Q3 | $268K | Buy |
2,200
+2
| +0.1% | +$244 | 0.01% | 415 |
|
|
2021
Q2 | $311K | Buy |
2,198
+8
| +0.4% | +$1.13K | 0.02% | 377 |
|
|
2021
Q1 | $308K | Sell |
2,190
-596
| -21% | -$83.8K | 0.02% | 355 |
|
|
2020
Q4 | $394K | Buy |
2,786
+615
| +28% | +$87K | 0.02% | 287 |
|
|
2020
Q3 | $320K | Sell |
2,171
-260
| -11% | -$38.3K | 0.02% | 267 |
|
|
2020
Q2 | $326K | Sell |
2,431
-549
| -18% | -$73.6K | 0.03% | 234 |
|
|
2020
Q1 | $363K | Hold |
2,980
| – | – | 0.04% | 190 |
|
|
2019
Q4 | $415K | Buy |
2,980
+15
| +0.5% | +$2.09K | 0.04% | 201 |
|
|
2019
Q3 | $394K | Buy |
2,965
+892
| +43% | +$119K | 0.04% | 192 |
|
|
2019
Q2 | $254K | Sell |
2,073
-28
| -1% | -$3.43K | 0.03% | 259 |
|
|
2019
Q1 | $238K | Buy |
2,101
+5
| +0.2% | +$566 | 0.03% | 273 |
|
|
2018
Q4 | $215K | Buy |
2,096
+9
| +0.4% | +$923 | 0.03% | 243 |
|
|
2018
Q3 | $228K | Hold |
2,087
| – | – | 0.03% | 252 |
|
|
2018
Q2 | $221K | Buy |
+2,087
| New | +$221K | 0.03% | 239 |
|