OWA
Outlook Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,394
| Closed | -$495K | – | 186 |
|
|
2022
Q2 | $495K | Buy |
5,394
+173
| +3% | +$15.9K | 0.2% | 124 |
|
|
2022
Q1 | $525K | Sell |
5,221
-5
| -0.1% | -$503 | 0.18% | 132 |
|
|
2021
Q4 | $570K | Buy |
5,226
+292
| +6% | +$31.8K | 0.17% | 130 |
|
|
2021
Q3 | $600K | Buy |
4,934
+149
| +3% | +$18.1K | 0.2% | 123 |
|
|
2021
Q2 | $678K | Buy |
4,785
+1,775
| +59% | +$252K | 0.22% | 115 |
|
|
2021
Q1 | $423K | Sell |
3,010
-689
| -19% | -$96.8K | 0.15% | 154 |
|
|
2020
Q4 | $523K | Buy |
3,699
+36
| +1% | +$5.09K | 0.19% | 123 |
|
|
2020
Q3 | $539K | Buy |
3,663
+104
| +3% | +$15.3K | 0.21% | 104 |
|
|
2020
Q2 | $477K | Buy |
3,559
+182
| +5% | +$24.4K | 0.2% | 100 |
|
|
2020
Q1 | $411K | Buy |
3,377
+155
| +5% | +$18.9K | 0.23% | 88 |
|
|
2019
Q4 | $448K | Buy |
3,222
+736
| +30% | +$102K | 0.25% | 72 |
|
|
2019
Q3 | $330K | Buy |
+2,486
| New | +$330K | 0.2% | 119 |
|