Mosaic Family Wealth Partners’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 |
-3,357
| Closed | -$249K | – | 201 |
|
|
2024
Q1 | $249K | Hold |
3,357
| – | – | 0.04% | 183 |
|
|
2023
Q4 | $202K | Sell |
3,357
-557
| -14% | -$33.5K | 0.03% | 191 |
|
|
2023
Q3 | $216K | Hold |
3,914
| – | – | 0.04% | 171 |
|
|
2023
Q2 | $214K | Hold |
3,914
| – | – | 0.04% | 174 |
|
|
2023
Q1 | $213K | Sell |
3,914
-10
| -0.3% | -$543 | 0.04% | 174 |
|
|
2022
Q4 | $266K | Buy |
+3,924
| New | +$266K | 0.08% | 148 |
|