Personal CFO Solutions’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,746
| Closed | -$760K | – | 526 |
|
|
2023
Q3 | $760K | Sell |
13,746
-29
| -0.2% | -$1.6K | 0.15% | 133 |
|
|
2023
Q2 | $753K | Buy |
13,775
+648
| +5% | +$35.4K | 0.15% | 133 |
|
|
2023
Q1 | $713K | Buy |
13,127
+4,332
| +49% | +$235K | 0.15% | 134 |
|
|
2022
Q4 | $597K | Buy |
+8,795
| New | +$597K | 0.13% | 163 |
|
|
2022
Q3 | – | Sell |
-2,317
| Closed | -$212K | – | 435 |
|
|
2022
Q2 | $212K | Sell |
2,317
-451
| -16% | -$41.3K | 0.05% | 378 |
|
|
2022
Q1 | $278K | Buy |
2,768
+490
| +22% | +$49.2K | 0.05% | 359 |
|
|
2021
Q4 | $249K | Buy |
2,278
+573
| +34% | +$62.6K | 0.05% | 383 |
|
|
2021
Q3 | $208K | Buy |
1,705
+123
| +8% | +$15K | 0.04% | 410 |
|
|
2021
Q2 | $224K | Buy |
+1,582
| New | +$224K | 0.05% | 382 |
|