Segment Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,051
| Closed | -$250K | – | 255 |
|
|
2021
Q3 | $250K | Sell |
2,051
-311
| -13% | -$37.9K | 0.03% | 199 |
|
|
2021
Q2 | $335K | Hold |
2,362
| – | – | 0.04% | 190 |
|
|
2021
Q1 | $332K | Buy |
2,362
+913
| +63% | +$128K | 0.04% | 185 |
|
|
2020
Q4 | $205K | Buy |
+1,449
| New | +$205K | 0.03% | 207 |
|