MGIA
Moneta Group Investment Advisors’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,869
| Closed | -$376K | – | 543 |
|
|
2023
Q2 | $376K | Buy |
6,869
+34
| +0.5% | +$1.86K | 0.01% | 389 |
|
|
2023
Q1 | $371K | Buy |
6,835
+691
| +11% | +$37.5K | 0.01% | 370 |
|
|
2022
Q4 | $461K | Buy |
+6,144
| New | +$461K | 0.01% | 304 |
|
|
2019
Q2 | – | Sell |
-389
| Closed | -$44K | – | 258 |
|
|
2019
Q1 | $44K | Buy |
+389
| New | +$44K | ﹤0.01% | 232 |
|
|
2018
Q3 | – | Sell |
-1,078
| Closed | -$114K | – | 281 |
|
|
2018
Q2 | $114K | Buy |
+1,078
| New | +$114K | 0.01% | 275 |
|
|
2018
Q1 | – | Sell |
-4
| Closed | – | – | 644 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 489 |
|
|
2015
Q2 | – | Sell |
-15,000
| Closed | -$1.02M | – | 137 |
|
|
2015
Q1 | $1.02M | Buy |
15,000
+10,000
| +200% | +$681K | 0.44% | 33 |
|
|
2014
Q4 | $311K | Buy |
+5,000
| New | +$311K | 0.15% | 113 |
|