Pinnacle Wealth Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,700
| Closed | -$204K | – | 461 |
|
|
2022
Q3 | $204K | Sell |
2,700
-389
| -13% | -$29.4K | 0.04% | 328 |
|
|
2022
Q2 | $283K | Buy |
+3,089
| New | +$283K | 0.05% | 259 |
|
|
2022
Q1 | – | Sell |
-2,266
| Closed | -$248K | – | 449 |
|
|
2021
Q4 | $248K | Sell |
2,266
-1,078
| -32% | -$118K | 0.05% | 296 |
|
|
2021
Q3 | $407K | Sell |
3,344
-889
| -21% | -$108K | 0.09% | 177 |
|
|
2021
Q2 | $600K | Buy |
4,233
+70
| +2% | +$9.92K | 0.14% | 113 |
|
|
2021
Q1 | $585K | Buy |
4,163
+590
| +17% | +$82.9K | 0.15% | 102 |
|
|
2020
Q4 | $506K | Buy |
3,573
+412
| +13% | +$58.3K | 0.12% | 112 |
|
|
2020
Q3 | $466K | Buy |
3,161
+149
| +5% | +$22K | 0.15% | 107 |
|
|
2020
Q2 | $404K | Sell |
3,012
-782
| -21% | -$105K | 0.13% | 126 |
|
|
2020
Q1 | $461K | Buy |
3,794
+471
| +14% | +$57.2K | 0.22% | 92 |
|
|
2019
Q4 | $462K | Buy |
3,323
+853
| +35% | +$119K | 0.22% | 96 |
|
|
2019
Q3 | $327K | Buy |
+2,470
| New | +$327K | 0.18% | 113 |
|