PWMG
Pinnacle Wealth Management Group’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,233
| Closed | -$219K | – | 103 |
|
|
2022
Q4 | $219K | Sell |
3,233
-100
| -3% | -$6.77K | 0.19% | 96 |
|
|
2022
Q3 | $252K | Sell |
3,333
-152
| -4% | -$11.5K | 0.22% | 87 |
|
|
2022
Q2 | $319K | Hold |
3,485
| – | – | 0.27% | 83 |
|
|
2022
Q1 | $350K | Sell |
3,485
-371
| -10% | -$37.3K | 0.26% | 90 |
|
|
2021
Q4 | $421K | Sell |
3,856
-438
| -10% | -$47.8K | 0.31% | 76 |
|
|
2021
Q3 | $522K | Sell |
4,294
-106
| -2% | -$12.9K | 0.39% | 64 |
|
|
2021
Q2 | $623K | Buy |
+4,400
| New | +$623K | 0.45% | 55 |
|