SWM
Selective Wealth Management’s Fidelity National Information Services FIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-203
| Closed | -$15K | – | 326 |
|
|
2022
Q3 | $15K | Hold |
203
| – | – | 0.01% | 468 |
|
|
2022
Q2 | $19K | Buy |
203
+71
| +54% | +$6.65K | 0.01% | 471 |
|
|
2022
Q1 | $13K | Buy |
132
+32
| +32% | +$3.15K | ﹤0.01% | 500 |
|
|
2021
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 475 |
|
|
2021
Q3 | $12K | Hold |
100
| – | – | 0.01% | 411 |
|
|
2021
Q2 | $14K | Hold |
100
| – | – | 0.01% | 307 |
|
|
2021
Q1 | $14K | Hold |
100
| – | – | 0.01% | 219 |
|
|
2020
Q4 | $14K | Buy |
+100
| New | +$14K | 0.01% | 211 |
|
|
2020
Q3 | – | Sell |
-39
| Closed | -$5K | – | 349 |
|
|
2020
Q2 | $5K | Hold |
39
| – | – | ﹤0.01% | 302 |
|
|
2020
Q1 | $5K | Hold |
39
| – | – | 0.01% | 202 |
|
|
2019
Q4 | $5K | Hold |
39
| – | – | 0.01% | 217 |
|
|
2019
Q3 | $5K | Buy |
+39
| New | +$5K | 0.01% | 219 |
|