RWA
RGT 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
Q1 | – | Sell |
-250
| Closed | -$27K | – | 180 |
|
2021
Q4 | $27K | Buy |
+250
| New | +$27K | ﹤0.01% | 175 |
|
2021
Q3 | – | Sell |
-1,522
| Closed | -$216K | – | 55 |
|
2021
Q2 | $216K | Sell |
1,522
-39
| -2% | -$5.54K | 0.04% | 52 |
|
2021
Q1 | $219K | Sell |
1,561
-94
| -6% | -$13.2K | 0.04% | 53 |
|
2020
Q4 | $234K | Buy |
+1,655
| New | +$234K | 0.05% | 59 |
|