PWAG
Polaris Wealth Advisory Group’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,409
| Closed | -$388K | – | 154 |
|
|
2019
Q1 | $388K | Sell |
3,409
-261,558
| -99% | -$29.8M | 0.03% | 120 |
|
|
2018
Q4 | $27.2M | Sell |
264,967
-2,742
| -1% | -$281K | 2.56% | 7 |
|
|
2018
Q3 | $29.2M | Buy |
267,709
+6,871
| +3% | +$749K | 2.01% | 12 |
|
|
2018
Q2 | $25.1M | Sell |
260,838
-114
| -0% | -$11K | 2.12% | 16 |
|
|
2018
Q1 | $25.1M | Buy |
260,952
+18,886
| +8% | +$1.82M | 2.05% | 16 |
|
|
2017
Q4 | $22.8M | Buy |
242,066
+11,339
| +5% | +$1.07M | 1.87% | 18 |
|
|
2017
Q3 | $21.5M | Buy |
230,727
+1,371
| +0.6% | +$128K | 1.9% | 15 |
|
|
2017
Q2 | $19.6M | Buy |
229,356
+3,867
| +2% | +$330K | 2.23% | 19 |
|
|
2017
Q1 | $18M | Buy |
225,489
+6,365
| +3% | +$507K | 1.96% | 20 |
|
|
2016
Q4 | $16.6M | Sell |
219,124
-98
| -0% | -$7.41K | 1.92% | 21 |
|
|
2016
Q3 | $16.9M | Buy |
+219,222
| New | +$16.9M | 2.02% | 20 |
|
|
2015
Q2 | – | Sell |
-76,726
| Closed | -$5.22M | – | 75 |
|
|
2015
Q1 | $5.22M | Buy |
76,726
+24,881
| +48% | +$1.69M | 0.95% | 34 |
|
|
2014
Q4 | $3.23M | Buy |
51,845
+5,345
| +11% | +$332K | 0.66% | 41 |
|
|
2014
Q3 | $2.62M | Buy |
46,500
+7,200
| +18% | +$405K | 0.59% | 40 |
|
|
2014
Q2 | $2.15M | Buy |
+39,300
| New | +$2.15M | 0.48% | 45 |
|
|
2013
Q4 | – | Sell |
-23,188
| Closed | -$1.08M | – | 191 |
|
|
2013
Q3 | $1.08M | Buy |
23,188
+8,440
| +57% | +$392K | 0.33% | 44 |
|
|
2013
Q2 | $632K | Buy |
+14,748
| New | +$632K | 0.25% | 45 |
|